Ronald Crupe is a registered investment advisor at Strategy Financial Group, based in Chandler, AZ, with 16 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 992 clients with $280M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Sub-advisor fees are an additional 0.30% annually. Fees are negotiable. Additional per account fees apply to client accounts using Direct Indexing models.
Fee Estimator
Location
3133 West Frye Road, Suite 101, Chandler, AZ, 85226
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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 an employee of The Vanguard Group, Inc.
Employment History
Current Registrations
Strategy Financial Group
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Dynamic Wealth Advisors
Edward Jones
Edward JonesBroker
State Registrations1 state
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