Ronald Leonard is a registered investment advisor at Rcl Capital Management, based in Wexford, PA, with 1 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 90 clients with $34M 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 $2.0M | 1.00% |
| $2M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees are not negotiable.
Fee Estimator
Location
Wexford, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rcl Capital Management
State Registrations1 state
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