Ronald Hodge

21 Years of Experience

Terre Haute, IN

1 DisclosureBroker

Ronald Hodge is a registered investment advisor at Raymond James & Associates, INC., based in Terre Haute, IN, with 21 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5819 advisors

Number of Clients

531,617 clients

Average Client Portfolio

$942K average

Assets Under Management

$501.0B

Fee Structure

Minimum Investment:None

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

Terre Haute, IN

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History

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.

Customer Dispute

October 2010

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Ronald is a partner at The Valley Group, dedicating minimal time to this role. His duties involve organizational tasks.

Employment History