Ronald A. Bartlett & Associates provides personalized investment advice and manages client investment portfolios. They specialize in retirement planning, helping clients prepare for life after work. The firm offers asset management services, providing continuous supervision over client accounts and making trades when necessary. They also offer investment and financial consulting services, providing specific advice regarding a client's portfolio or asset holdings, but not implementing investment decisions.
Assets Under Management$14M
Clients137
Advisors2
Avg. per Client$100K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $5.0M | 1.73% |
| $5M+ | 1.23% |
Fees are negotiable based on the client's financial situation, assets under management, and complexity of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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