Ronald Aubrey is a registered investment advisor at Rj Aubrey Investments CORP., based in Glen Ellyn, IL, with 20 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 66 clients with $7.8M 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 $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.75% |
| $750K+ | 1.25% |
Fees may be modified based upon time and effort, complexity, types of assets managed, unique needs, special circumstances or pre-existing relationships, and at the discretion of the Adviser.
Fee Estimator
Location
Glen Ellyn, IL
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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 →Employment History
Current Registrations
Rj Aubrey Investments CORP.
State Registrations1 state
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