Ronald Schiel is a CFP-designated registered investment advisor at Aloft Financial, based in Doswell, VA, with 22 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, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.15% |
| $300K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Investment Management Fees are negotiable.
Fee Estimator
Location
Doswell, VA
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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.
Learn about disclosures →Other Business Activities
Ronald is the owner/CPA of Northwest Tax Choices and Northwest Tax Strategies LLC, providing tax return consulting and preparation services. He also owns Northwest Financial Choices LLC, a registered investment advisor, but intends to wind it down within 12 months.
Employment History
Current Registrations
Aloft Financial
Previous Registrations
Northwest Financial Choices
UBS Financial Services INC.
AXA Advisors, LLC
State Registrations2 states
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.