Ronald Weintraub
Ronald Weintraub is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Kentfield, CA, with 26 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 654 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortitude Advisory Group charges a fee based on the value of your portfolio. This fee covers both Fortitude's services and any fees charged by third-party money managers, if you choose to use them. The total portfolio management fee has a maximum of 2.2% per year, but all fees are negotiable. In some cases, additional fees may apply for specific investment strategies managed in-house. Fortitude may also charge annual reporting and technology fees, up to 0.10% and 0.15% respectively.
Location
Kentfield, CA
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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 ActivitiesSells Insurance
Ronald owns a permanent and temporary employment agency since 1996, dedicating a few hours per week to oversight. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, since 1997 and is compensated via insurance commission.
Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
Previous Registrations
Workman Securities Corporation
American Investors CO
State Registrations1 state
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.