Ronald Liston
Ronald Liston is a registered investment advisor at Cantu Tactical Wealth Management, INC., based in Montgomery, TX, with 9 years of industry experience. Ronald 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 72 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cantu Tactical Wealth Management charges a percentage of your portfolio's value each year. The annual fee starts at 1.55% and decreases as the value of your portfolio increases. The minimum account size is $250,000. Fees are calculated and billed quarterly in advance.
Location
Montgomery, TX
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 →Employment History
Current Registrations
Cantu Tactical Wealth Management, INC.
State Registrations3 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.