Ronald Schwarz is a registered investment advisor at LPL Financial LLC, based in N. Bethesda, MD, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
N. Bethesda, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald serves on the board of directors for Symphony Park HOA and volunteers as a math tutor for 4th graders, dedicating about 10-20% of his time to each. He also operates RAS Financial Services as a sole proprietor, offering financial advice and planning, which takes up the majority of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
State Registrations13 states
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