Ronald Benzel is a registered investment advisor at Vorpahl Wing Securities, INC., based in Spokane, WA, with 50 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 557 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 $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
421 W. Riverside, Suite 1020, Spokane, WA, 99201
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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 →Employment History
Current Registrations
Vorpahl Wing Securities, INC.
Previous Registrations
Vorpahl Wing Securities INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Mcadams Wright Ragen, INC.Broker
Mcadams Wright Ragen, INC.
Partners Capital Management, INC.
Partners Investment Network, INC.Broker
Prudential-Bache Securities INC.Broker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
First Pacific Options and Securities, INCBroker
State Registrations2 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.