Ronald Gelok & Associates (RGA) offers customized wealth management solutions, including financial planning and investment management. RGA provides financial planning services that address retirement, estate preservation, and asset protection. For investment management, RGA uses sub-advisors and independent managers to manage client assets. RGA works with individuals, pension plans, trusts, estates, and businesses.
Assets Under Management$66M
Clients135
Advisors4
Avg. per Client$490K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$10K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
RGA, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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