Ronnie Mejia
Ronnie Mejia is a registered investment advisor at Horter Investment Management, LLC, based in Yorba Linda, CA, with 9 years of industry experience. Ronnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,302,710 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horter Investment Management charges an annual advisory fee based on a percentage of the value of your investments, assessed quarterly. The maximum annual fee is 1.99%, which includes investment management, program administration, and financial professional compensation. Fees may be negotiable based on factors like client type and account size. Horter offers different portfolio management programs with varying fees. For retirement plan asset management using indexed funds, the fee is 0.50%. Non-discretionary accounts are charged 0.1% with a $50 minimum quarterly fee.
Location
Yorba Linda, CA
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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
Ronnie owns Ronmon Corp DBA SitRelief, an online retailer of undergarment products, dedicating about 10-20% of his time, and is the CEO of Defense First Financial LLC, an investment-related financial services business focused on life insurance and annuities, dedicating about a quarter of his time.
Employment History
Current Registrations
Horter Investment Management, LLC
State Registrations1 state
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