Ronald Litteral
Ronald Litteral is a registered investment advisor at Gibbs Wealth Management, LLC, based in Tucson, AZ, with 12 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,356 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Advisory fees are charged as a percentage of assets under management and disclosed in the client agreement. Total fees including platform and strategist fees will not exceed 3% per year. Fees are negotiable based on account size, services requested, and householding.
Fee Estimator
Location
2959 N Swan Road, Suite 101, Tucson, AZ, 85712
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2022Customer Dispute
February 2018Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
San Blas Advisory, INC.
Sb Advisory, LLC
San Blas Securities LLCBroker
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
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.
Exams
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