Assets Under Management
$14.1M
Number of Clients
137
Number of Advisors
2
Average Client AUM
$103K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ronald A. Bartlett & Associates, LTD. offers personalized investment advisory services through Asset Management Services. They specialize in retirement planning and analyzing client's potential retirement income. They also offer referrals to third-party investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $5.0M | 1.73% |
| $5M+ | 1.23% |
Fees for asset management services shall not exceed 2.30% and will be based on a fee schedule similar to the fee schedule listed above. The actual fee charged to each client is negotiable.
31-07 Farrington St., 2nd Floor, Flushing, NY, 11354