Ronald Alban is a registered investment advisor at Alban Investment Management, LLC, based in Kettering, OH, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 76 clients with $44M 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 $100K | 0.80% |
| $100K - $500K | 0.60% |
| $500K - $1.5M | 0.48% |
| $1.5M+ | 0.48% |
Fees for assets over $1,500,001 are to be determined (TBD) based upon a custom quote, that is subject to negotiation.
Fee Estimator
Location
Kettering, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alban Investment Management, LLC
State Registrations1 state
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