Ronald Manning is a registered investment advisor at Eggert Financial Management, INC., based in Evergreen, CO, with 23 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 153 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.35% |
| $1.5M - $2.0M | 1.15% |
| $2M+ | 1.00% |
These fees are for discretionary portfolios. For non-discretionary portfolios: - First $500,000: 0.75% - Next $500,000: 0.60% - Over $1,000,000: 0.40% Premier Portfolio fees are also available for household accounts with a total value of $1.25 million or more: - $2,500,001 to $3,500,000: 1.25% - $3,500,001 to $5,000,000: 1.00% - Over $5,000,000: 0.75%
Fee Estimator
Location
32065 Castle Ct Suite 300, Evergreen, CO, 80439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ronald is a managing member of Manning Financial Advisors, LLC, providing investment advice and financial sales. This activity takes about half of his time and occurs during trading hours.
Employment History
Current Registrations
Eggert Financial Management, INC.
Previous Registrations
Farther
Eggert Financial Management, INC.
Colorado Financial Service CorporationBroker
Mcl Financial Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.