Ronald A. Bartlett & Associates manages investment portfolios and provides personalized financial consulting, with a strong emphasis on retirement planning and insurance analysis. Ronald A. Bartlett & Associates helps clients plan for life after work, set savings targets, and analyze retirement income needs. In addition to ongoing portfolio management, the firm offers one-time investment and financial consulting services, as well as tax preparation and insurance services. The firm primarily serves individuals, trusts, and estates, using fundamental analysis and asset allocation strategies to build tailored portfolios.
Assets Under Management$14M
Clients144
Advisors2
Avg. per Client$94K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $5.0M | 1.73% |
| $500K+ | 1.23% |
Fees are negotiable based on factors such as your financial situation, total assets managed, and service complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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