Ronald Halterman is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Needham, MA, with 18 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, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
Needham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald is an owner of Northward Financial Group, through which he operates a financial services practice. This entity is owned independently from Private Advisor Group, LLC.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Washington Trust Advisors
Weston Securities CorporationBroker
Signator Investors, INC.Broker
State Registrations2 states
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