RJ
RJ

Ronald Johnson

5 Years of Experience

Ronald Johnson is a registered investment advisor at Corundum Group, INC., based in Colorado Springs, CO, with 5 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 150 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
150 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$1.5B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$10,000

Corundum Group's advisory fees are based on a percentage of the value of your portfolio and may be subject to a $10,000 minimum annual fee. The standard fee is 1%. Fees are negotiable based on the size and complexity of the accounts, the investment products used, the level of specialized services, and the historical relationship.

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Location

1 South Nevada, Suite 200, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ronald is involved in several businesses, including Bushwood Holdings, Corundum Partners, Corundum Trust Company, BTI Aviation, Corundum Holdings, Lulu Management, and Corundum Helping Hands. These roles range from Chairman to Owner and President, and collectively take up about 35% of Ronald's time, with some activities occurring outside of trading hours.

Employment History
Current Registrations
Corundum Group, INC.
September 2020 - Present · 5 yrs 7 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ronald Johnson - Financial Advisor | TrueAdvisor