Ronald Darwin
Ronald Darwin is a registered investment advisor at Strategic Advisers LLC, based in Cleveland, TX, with 10 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 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
Cleveland, TX
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Regulatory History (1)
Criminal
August 2008Other Business Activities
Ronald is a sole proprietor of a freight forwarding business, connecting carriers with freight, dedicating about 10-20% of his time. He also owns an RV park rental and a carport sales business, spending a few hours per week on each.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Victory Capital Management INC.
Victory Capital Services, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Primerica Advisors
PFS Investments INC.Broker
J.P. Morgan Securities LLCBroker
PFS Investments INC.Broker
State Registrations52 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.