Ronald Francis is a ChFC-designated registered investment advisor at Edward Jones, based in Wildwood, FL, with 12 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
5814 Seven Mile Drive, Suite 104, Wildwood, FL, 34785
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Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Ronald is a co-owner of Palisade Property Group LLC, involved in real estate investment and rental properties in Crescent City, FL since 2021. He also co-owns rental property in The Villages, FL since 2024, dedicating minimal time to each venture.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations36 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.