Ronald Leclaire is a CFP-designated registered investment advisor at Caliber Wealth Advisory, based in Tampa, FL, with 19 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 21 clients with $24M 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% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
The above fee schedule does not include the Outside Trading Manager’s annual fee of 0.10%. The annual fees are negotiable.
Fee Estimator
Contact
Ronald Leclaire
Location
4830 W Kennedy Blvd, Suite 600, Tampa, FL, 33609
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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 Activities
Ronald is a Senior Human Resources Officer in the Florida Army National Guard, leading a group of 131 soldiers. This commitment involves one weekend a month and two to three full weeks each summer.
Employment History
Current Registrations
Caliber Wealth Advisory
Previous Registrations
Camarda Wealth Advisory Group
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations5 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.
Exams
Additional Information
Our memberships include NAPFA, the XY Planning Network, the Fee-Only Network, and the CFP Board of Standards.