RM
RM
Ronald Mccoy
33 Years of Experience
Clermont, FL
1 Disclosure
Ronald Mccoy is a registered investment advisor at Freedom Capital Advisors INC, based in Clermont, FL, with 33 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 115 clients with $42M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
115 clients
Average Client Portfolio
$365K average
Assets Under Management
$42.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on client needs and complexity of the situation. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Clermont, FL
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Regulatory History (1)
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Regulatory
December 2021Final
Employment History
Current Registrations
Freedom Capital Advisors INC
May 2012 - Present · 13 yrs 11 mos
Previous Registrations
Brokersxpress LLC
April 2009 - June 2012 · 3 yrs 2 mos
Brokersxpress LLCBroker
March 2009 - June 2012 · 3 yrs 3 mos
Gunnallen Financial, INC
October 2006 - April 2009 · 2 yrs 6 mos
Gunnallen Financial, INCBroker
April 2002 - April 2009 · 7 yrs
First Montauk Securities CORP.Broker
May 1997 - April 2002 · 4 yrs 11 mos
Allegiance Securities CorporationBroker
June 1992 - July 1992 · 1 mo
Chelsea Street Securities, INC.Broker
October 1991 - November 1991 · 1 mo
Biltmore Securities, INCBroker
October 1990 - November 1991 · 1 yr 1 mo
The Stuart-James Company, IncorporatedBroker
January 1987 - October 1990 · 3 yrs 9 mos
State Registrations6 states
CAFLGALATXVA
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.