Ronald Staton
Ronald Staton is a registered investment advisor at Coppell Advisory Solutions LLC, based in Oklahoma City, OK, with 11 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
709 SW 119th Street, Oklahoma City, OK, 73170
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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 ActivitiesSells Insurance
Ronald is the President of Staton Financial Group, selling life insurance, long-term care, and fixed annuities, dedicating about half of his time to this. He also manages Oklahoma Signature Properties LLC (residential rentals) and Sack Financial Holdings, LLC (owns office building), spending minimal time on each.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Virtue Capital Management, 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.