Ronald Aubrey
Advisor at RJ Aubrey Investments Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at RJ Aubrey Investments Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Glen Ellyn, IL
Credentials
Series 65
Industry experience
20 years
Ronald Aubrey is a financial advisor with RJ Aubrey Investments Corp., holding a Series 65 designation and over 20 years of industry experience. He has been with RJ Aubrey Investments Corp. since 1989. RJ Aubrey Investments Corp. is a fee-only registered investment adviser providing discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm focuses on asset allocation and long-term investing, using quantitative, fundamental, and technical analysis for security selection while managing portfolio volatility through mutual funds, ETFs, and fixed income.
Financial planning services at $495 per project fee.
$150,000 - $250,000: 1.95% per annum $250,001 - $500,000: 1.85% per annum $500,000 - $750,000: 1.75% per annum $750,001+: 1.25% per annum
Account minimum: $150,000 Fee-only: Fee-only investment management services; no commissions accepted.
Glen Ellyn, IL
Illinois
RJ Aubrey Investments Corp
1989 - Present (37 years)
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