Advisor at Ronald J. Rich Financial Advising
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
Ronald J. Rich Financial Advising
Location
Lakewood, OH
Credentials
Series 65
Industry experience
19 years
Ronald Rich is the sole advisor at Ronald J. Rich Financial Advising in Lakewood, OH, holding a Series 65 designation with 19 years of industry experience. He has led his independent firm since 2004. Outside of financial advising, he is the managing member of RJR Product Development Ltd., a business focused on developing hardware products. His firm provides investment supervisory services and financial planning for individuals, trusts, and pension plans, managing approximately $8.69 million in discretionary assets. The firm emphasizes fundamental analysis and long-term asset allocation tailored to client risk tolerance, while also offering pension-plan advisory services, which is relatively uncommon among similar-sized advisors.
Based on Ronald J. Rich Financial Advising
$0 - $20,000: Monthly management fee of $30.00 $20,001 - $75,000: 1.75% annually $75,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.125% annually $1,000,001+: 1.00% annually
Standard consultation fee is $150 per hour
Minimum fee: $30.00 monthly management fee for accounts up to $20,000 Fee-only: Hourly consultation fee of $150 per hour
Lakewood, OH
Ohio
Ronald J. Rich Financial Advising
2004 - Present (22 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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