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Ronald Theda
19 Years of Experience
Los Angeles, CA
1 Disclosure
Ronald Theda is a registered investment advisor at Bullbear Investment Management, LLC, based in Los Angeles, CA, with 19 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.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1901 Avenue of the Stars 2nd Floor, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2020Final
Employment History
Current Registrations
Bullbear Investment Management, LLC
November 2006 - Present · 19 yrs 6 mos
State Registrations2 states
CAOR
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.