Ronald Haller
Ronald Haller is a registered investment advisor at Richmark Private Wealth Management, based in Frankenmuth, MI, with 17 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 368 clients with $53M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Management fee and the Third Party Investment Adviser fee combined will not exceed 3.00% annually.
Fee Estimator
Location
516 South Main Street, Suite C, Frankenmuth, MI, 48734
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 sells life/health insurance products and annuities for commissions through Haller Financial Group, dedicating a significant portion of his day. He also works as a business coach and engages with entrepreneurs through The Alternative Board, and is an insurance sales agent with Cavalier Associates.
Employment History
Current Registrations
Richmark Private Wealth Management
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
State Registrations1 state
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