Ronald Ward
Ronald Ward is a registered investment advisor at United Capital Management of Kansas, INC., based in Salina, KS, with 4 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management. Their firm serves 1,366 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UCMK charges a percentage of your portfolio annually for investment management, billed monthly in advance. The exact fee is negotiable, ranging from 0.75% to 2.5% depending on your financial situation, the amount you invest, and the complexity of services. There is a minimum account size of $5,000, which can be waived. There is also an overriding minimum fee of $50 per account on an annual basis. Brokerage commissions and transaction fees are billed separately.
Location
227 North Santa Fe, Salina, KS, 67401
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald owns Ward Holdings LLC, a real estate investment holding company, and has majority ownership of Paradigm Engineers and Constructors, where he serves as President/Managing Member, dedicating a few hours per week. He is also a Managing Member of K&L Group, LLC, an insurance producer group, and Agency West Insurance, an insurance agency, spending minimal time on each.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
State Registrations1 state
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