Advisor at Crone Wealth Management, PLLC
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.
Firm
Crone Wealth Management, PLLC
Location
Couer D'alene, ID
Credentials
Series 65
Industry experience
20 years
Ronald Crone is a financial advisor at Crone Wealth Management, PLLC in Scottsdale, AZ, with 20 years of industry experience. He holds a Series 65 designation and has worked in various capacities within his own firms since 1990. Crone Wealth Management provides fee-based investment advisory services primarily to high-net-worth individuals and retirement plans, including defined benefit and participant-directed defined contribution plans. The firm employs a model-based investment strategy using SEI mutual fund asset allocation models and offers pension consulting services supported by Mr. Crone’s background as a licensed CPA.
Based on Crone Wealth Management, PLLC
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Account minimum: $150,000
Couer D'alene, ID
Arizona · California · Idaho
Crone Wealth Management, PLLC
2021 - Present (5 years)
Crone Wealth Management
2005 - 2021 (16 years)
Crone & Associates, APC
1990 - 2021 (31 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Coeur D'alene, ID
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Five Pine Wealth
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