Ronald Woernle is a registered investment advisor at Van Grouw Advisors, LLC, based in Bluffton, SC, with 11 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 80 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable for amounts over $1,000,000.
Fee Estimator
Location
29 Plantation Park Drive, Suite 804, Bluffton, SC, 29910
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is the owner and insurance agent at Woernle Wealth Management, LLC, selling insurance. He spends nearly full-time on this activity, with slightly less time dedicated during securities trading.
Employment History
Current Registrations
Van Grouw Advisors, LLC
Previous Registrations
Royal Fund Management, LLC
Alphastar Capital Management, LLC
State Registrations1 state
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.