Ronald B Doweidt

San Blas Advisory, INC.

22 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

San Blas Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

446 clients

Average Client Portfolio

$300K average

Assets Under Management

$133.7M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2.0M - $5.0M	1.50%
$5.0M - $10.0M	1.25%
$10M+	1.00%

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Location

Naperville, IL

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History

Regulatory History (1)

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Financial

March 2021

Final

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Employment History

Current Registrations

San Blas Advisory, INC.

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Prosperity Wealth Management, INC.

September 2021 - January 2022 · 4 mos

Brokers Financial

November 2018 - June 2021 · 2 yrs 7 mos

Investment Advisors CORP

September 2012 - October 2018 · 6 yrs 1 mo

Ausdal Financial Partners, INC.

May 2010 - August 2012 · 2 yrs 3 mos

LPL Financial Corporation

October 2005 - May 2010 · 4 yrs 7 mos

Morgan Stanley

March 2002 - August 2005 · 3 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.