Gary Ronan
Gary Ronan is a registered investment advisor at Prosperity Capital Advisors, based in Colts neck, NJ, with 14 years of industry experience. Gary 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 7,096 clients with $3.7B 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 | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
The platform fee tier schedule is based on billable assets and excludes non-billable assets such as unmanaged accounts. The total annual fee for investment management services for retail clients typically varies between 0.20% and 2.0% depending upon several factors, including the market value of the assets under management and the types of services to be rendered. PCA charges a $150.00 minimum annual investment management fee which may result in a fee greater than 2.0%.
Fee Estimator
Location
9 Professional Circle Suite 202, Colts neck, NJ, 07722
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 →Other Business ActivitiesSells Insurance
Gary is a licensed insurance agent offering various fixed insurance products and receives commissions. He also owns Ronan Rental Properties, AFG Tax Services LLC, and Ronan Financial Advisors, LLC d.b.a. Alicorn Financial Group, spending a few hours per week, minimal time, about 10-20% of his time, and full-time respectively on these activities.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
Ae Wealth Management, LLC
Horter Investment Management, LLC
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Bcg Securities, INC.
Bcg Securities, INC.Broker
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.