Ron Bezoza is a registered investment advisor at Lancaster, based in New York, NY, with 20 years of industry experience. Ron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable in certain scenarios and may depend on factors, including but not limited to, account size, mandate complexity, and investment objectives.
Fee Estimator
Location
New York, NY
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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 →Employment History
Current Registrations
Lancaster
March Capital CORP.
March Capital CORP.Broker
Previous Registrations
Pgb Securities LLCBroker
Lft Securities, LLCBroker
Morgan Stanley Distribution, INC.Broker
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Gemini Financial CorporationBroker
UBS Warburg LLCBroker
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.