RC
RC
Ronald Chandler
11 Years of Experience
Greenfield, WI
1 Disclosure
Ronald Chandler is a registered investment advisor at Summit Investment Management, LTD., based in Greenfield, WI, 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 Investment Management, Retirement Planning. Their firm serves 169 clients with $87M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
169 clients
Average Client Portfolio
$515K average
Assets Under Management
$87.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The Wealth Management Oversight tier has fees up to 1.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5005 W. Loomis Rd., Suite 200, Greenfield, WI, 53220
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2025Final
Employment History
Current Registrations
Summit Investment Management, LTD.
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Country Capital Management CompanyBroker
November 2010 - August 2011 · 9 mos
State Registrations10 states
CACOGAINNCNYOHVAWAWI
Advisor
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
No exam information available for this advisor.