Claude Ronc is a registered investment advisor at Uyana Partners LLC, based in Miami, FL, with 1 years of industry experience. Claude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 74 clients with $120M 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $9.0M | 0.90% |
| $9.0M - $12.0M | 0.80% |
| $12M+ | 0.80% |
Fees are negotiable above $12,000,001. Step-Up accounts with $50,000 to $999,999 are charged 1.00%, decreasing 0.05% annually to a minimum of 0.80%.
Fee Estimator
Location
1450 Brickell Avenue, Suite 2130, Miami, FL, 33131
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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 Activities
Claude works as a Relationship Manager for Insignium Wealth Management AG, an investment-related business in Zurich, Switzerland, since 2016. This takes about half of Claude's time, with 2-3 hours per day occurring during securities trading hours.
Employment History
Current Registrations
Uyana Partners LLC
State Registrations1 state
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