RF
RF

Ronald Robert Fredette

5 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Ronald works as an insurance broker for multiple companies, including Allianz, Lincoln Herritage, and Anthem Blue Cross. He dedicates a few hours per week to about 10-20% of his time to these activities, earning commissions.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
January 2020 - Present · 6 yrs 1 mo
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.