RD
RD
Ronald Degasperis
1 Year of Experience
Naples, FL
1 Disclosure
Ronald Degasperis is a registered investment advisor at Fieldstone Money Management, INC., based in Naples, FL, 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 Investment Management. Their firm serves 53 clients with $9.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
53 clients
Average Client Portfolio
$171K average
Assets Under Management
$9.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.75% |
| $50K - $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Naples, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2025Final
Employment History
Current Registrations
Fieldstone Money Management, INC.
August 2024 - Present · 1 yr 9 mos
State Registrations2 states
FLNY
Advisor
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.
Exams
No exam information available for this advisor.