Ronald Gambassi is a registered investment advisor at Mcmillen & Company, INC., based in Boise, ID, with 16 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $110M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Boise, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald owns San Vittore, LLC, which owns the building where Gem State Advisors leases space, dedicating a few hours per week. He also owns 3033 Ranch, LLC, a consulting business where he provides executive coaching, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Mcmillen & Company, INC.
Gem State Investment Advisors
State Registrations1 state
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