Ronny Miller is a CFP-designated registered investment advisor at Guide Rock Capital Management, INC., based in Omaha, NE, with 8 years of industry experience. Ronny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 75 clients with $29M 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 $25K | 1.25% |
| $25K - $50K | 1.00% |
| $50K - $100K | 0.95% |
| $100K - $250K | 0.85% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.65% |
The above wrap fee schedule is negotiable at the discretion of Guide Rock based on the amount of assets under management, the anticipated level of trading activity based on the security types maintained in the account, the complexity of the managed assets, whether or not Guide Rock will be granted discretionary authority on the account, the number of accounts Guide Rock is managing for the particular client as well as the accounts for related persons of the client, other relationships or history Guide Rock has with the client, or potential future assets that may be invested with Guide Rock.
Fee Estimator
Location
1001 Gallup Drive, Omaha, NE, 68102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ronny is the President of Gallup Federal Credit Union since 2007, dedicating nearly full-time hours to this role. This activity is investment-related.
Employment History
Current Registrations
Guide Rock Capital Management, INC.
State Registrations4 states
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