Ronald Bartlett
Ronald Bartlett is a registered investment advisor at Ronald A. Bartlett & Associates, LTD, based in Flushing, NY, with 16 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 137 clients with $14M 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 $500K | 2.00% |
| $500K - $5.0M | 1.73% |
| $5M+ | 1.23% |
Fees are negotiable based on the client's financial situation, assets under management, and complexity of services.
Fee Estimator
Location
31-07 Farrington St., 2nd Floor, Flushing, NY, 11354
Get directionsHistory
Regulatory History (1)
Regulatory
May 1999Other Business ActivitiesSells Insurance
Ronald is the president of Ronald A. Bartlett & Associates, Ltd., where he sells life and health insurance, dedicating about a quarter of his time. He is also a registered investment advisor representative offering financial services, spending nearly full-time hours on investment-related activities and teaches at Brooklyn College Adult Education for minimal time.
Employment History
Current Registrations
Ronald A. Bartlett & Associates, LTD
Previous Registrations
Meyers Associates, L.P.Broker
H. Beck, INC.Broker
State Registrations5 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.