Ronald Smith
Ronald Smith is a registered investment advisor at Chief Advisors CORP, based in Wichita, KS, with 45 years of industry experience. Ronald 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 185 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Fees are negotiable. Any fee paid in excess of 2% is higher than that charged by other advisors that provide the same or similar services at lower rates.
Fee Estimator
Location
313 N Seneca Ave., Suite 101, Wichita, KS, 67203
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Ronald is an insurance agent selling fixed insurance products since 1981, dedicating a few hours per week to this activity. He also has a passive investment in oil wells and works as an investment advisor representative.
Employment History
Current Registrations
Chief Advisors CORP
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Ntb Advisers, a Division of Neidiger, Tucker, Bruner INC
Neidiger, Tucker, Bruner, INC.Broker
Chapman Securities, INC.
Chapman Securities, INC.Broker
Prospera Financial Services, INC.Broker
Principal Financial Securities,inc.Broker
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
Integrated Resources Equity CorporationBroker
Shearson Lehman Brothers INC.Broker
First Mid-America INC.Broker
Paine, Webber, Jackson & Curtis INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.