Ronald Rich is a registered investment advisor at Ronald J. Rich Financial Advising, based in Mentor, OH, 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 Education Planning, Investment Management, Retirement Planning. Their firm serves 13 clients with $9.8M 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 $20K | 1.75% |
| $20K - $75K | 1.75% |
| $75K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1M+ | 1.00% |
Standard account schedule shown. Separate fee schedule applies to retirement and educational savings accounts. Fees may be discounted based on client circumstances and negotiated rates.
Fee Estimator
Location
Mentor, OH
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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 a managing member of RJR Product Development LTD, a non-primary business focused on developing hardware products. This activity requires about 10-20% of Ronald's time.
Employment History
Current Registrations
Ronald J. Rich Financial Advising
State Registrations1 state
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
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