Ralph Bourgeois is a registered investment advisor at Ash Matson Wealth Partners, INC., based in Palm City, FL, with 20 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The management fee is negotiable.
Fee Estimator
Location
Palm City, FL
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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
Ralph is a doctor in Houma, Louisiana, and spends most of his time practicing medicine. He also dedicates a few hours per week to Prime Investment Partners as Managing Member/CCO and about a quarter of his time to Allocated Alliances, LLC as CCO/IAR.
Employment History
Current Registrations
Ash Matson Wealth Partners, INC.
Previous Registrations
Prime Investment Partners, LLC
Allocated Alliances, LLC
Allocated Alliances, LLC
State Registrations2 states
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.