Ronald Anthony Bartlett

Ronald A. Bartlett & Associates, LTD

16 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement Planning

Ronald A. Bartlett & Associates, LTD

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

137 clients

Average Client Portfolio

$103K average

Assets Under Management

$14.1M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $5.0M	1.73%
$5M+	1.23%

Fees for asset management services shall not exceed 2.30% and will be based on a fee schedule similar to the fee schedule listed above. The actual fee charged to each client is negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

31-07 Farrington St., 2nd Floor, Flushing, NY, 11354

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History

Regulatory History (1)

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Regulatory

May 1999

Final

View Full SEC Report How to Read Disclosures

Other 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

November 2009 - Present · 16 yrs 3 mos

Previous Registrations

Meyers Associates, L.P.Broker

January 2014 - December 2015 · 1 yr 11 mos

H. Beck, INC.Broker

January 2011 - December 2013 · 2 yrs 11 mos

State Registrations5 states

FLGANJNYTX

Advisor

Exams

No exam information available for this advisor.