Ronald Ray
Ronald Ray is a registered investment advisor at Impact Partnership Wealth, LLC, based in New Braunfels, 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 Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.
Location
1619 E Common St, Ste 701, New Braunfels, TX, 78130
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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
Ronald owns Turning 65 Solutions Tax and Insurance LLC, where he independently sells health insurance, life insurance, and annuities, dedicating nearly full-time hours to this. He also owns Homestead Family Wealth, an investment advisory business, and Homestead Family Health, a home health care provider, and works as a financial instructor for American Retirement Institute.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Innovative Wealth Management
Retirement Wealth Advisors, 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.