Ronald Hall is a registered investment advisor at Monarch Plan Advisors, based in Simi Valley, CA, with 3 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 132 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monarch Plan Advisors charges a fee based on a percentage of the plan's assets or a flat fee, depending on the size of the plan. The annual fee is generally up to 0.60% of the plan assets or a flat fee not exceeding $100,000. Fees are assessed in arrears, based on the market value of the assets or the average daily balance. Clients can terminate the agreement with 30 days' notice.
Location
3355 Cochran Street, Suite 101, Simi Valley, CA, 93063
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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.
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Ronald provides 401(k) consulting to a business and has been a sole proprietor consultant since 2008. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Monarch Plan Advisors
Previous Registrations
Ascensus Broker Dealer Services, LLCBroker
Principal Securities, INC.Broker
State Registrations2 states
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.