Ronald A. Lederkramer actively manages investment portfolios for a yearly fee, investing in individual securities, mutual funds, and exchange traded funds (ETFs). He also provides financial planning services for an hourly or set fee, advising on investments, insurance, annuities, and real estate. Investment portfolios are tailored to each client's age, income needs, goals, education funding needs, debt, and health.
Assets Under Management$10M
Clients15
Advisors1
Avg. per Client$690K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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