Ronald Mendoza
Ronald Mendoza is a registered investment advisor at Financial & Tax Architects, LLC, based in Valencia, CA, with 7 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,574 clients with $510M 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 $2.0M | 1.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
27240 Turnberry Lane, Suite 200, Valencia, CA, 91355
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
Ronald is self-employed as a life agent, marketing and selling life insurance and fixed annuities since approximately 2002.
Employment History
Current Registrations
Financial & Tax Architects, LLC
Previous Registrations
Brookstone Capital Management LLC
Brookstone Capital Management 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.