Ronald Gelok & Associates provides comprehensive financial planning, consulting, and investment management solutions. Ronald Gelok & Associates helps clients navigate retirement planning, retirement income analysis, estate preservation, charitable giving, and asset protection strategies. For investment management, Ronald Gelok & Associates often utilizes third-party independent money managers and sub-advisory platforms to build and manage client portfolios according to individual risk tolerances and time horizons. In addition to wealth management, Ronald Gelok & Associates offers optional access to third-party estate planning platforms and insurance products through associated professionals.
Fee Structure
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% |
Fees are negotiable at the firm's sole discretion based on criteria such as anticipated future assets, account composition, and related accounts. Total annual advisory fee when employing third-party advisers shall not exceed 2.50%.