Ronald Beer
Ronald Beer is a registered investment advisor at RBC Private Counsel (USA) INC., based in St. John's , Newfoundland and Labrador, with 6 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. Their firm serves 5,967 clients with $7.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Private Counsel (USA) offers three investment management programs, each with a maximum fee of 2.75% per year. The fees include trade execution and custodial services. The A+ and Access programs also include compensation to sub-advisors or investment managers. The Private Investment Management (PIM) program is managed directly by an Investment Counsellor. Fees are calculated based on the daily market value of assets and charged monthly or quarterly. An early termination fee may apply to the PIM program if the relationship ends within the first year.
Location
Baine Johnston Centre, Suite 803, 10 Fort William Place, St. John's , Newfoundland and Labrador, A1C 1K4
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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.
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Ronald is a Director and Board Member for the Newfoundland and Symphony Orchestra since 2018, which provides orchestral music to the public. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
RBC Private Counsel (USA) INC.
State Registrations1 state
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