Ron Nussbaum is a registered investment advisor at Maverick Value, LLC, based in Los Angeles, CA, with 11 years of industry experience. Ron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $10M 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 | 1.00% |
Fee may be waived or reduced for certain family accounts or at the discretion of Maverick Value. For those clients that have a significant, deemed to be $20,000 or greater, withdraw of assets or contribute additional assets into their account during the year, the monthly fee will be adjusted based on the value of the account at the end of the month following the withdrawal or addition of assets.
Fee Estimator
Location
Los Angeles, CA
Get directionsHistory
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 →Employment History
Current Registrations
Maverick Value, LLC
State Registrations1 state
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.