Ronald A. Bartlett & Associates, Ltd

Overview

Ronald A. Bartlett & Associates, Ltd is structured as an independent, individually owned registered advisory corporation that acts as a capital allocator for both individual/family and institutional clients. The firm combines fee-based advisory work with insurance brokerage, offering portfolio management for individuals and small businesses, financial planning, pension-consulting-related services, selection of other advisers, and the publication of periodicals or newsletters. Its fee arrangements include percentage-of-AUM, hourly, fixed-fee and other structures. The firm is registered to conduct business in Florida, Georgia, Michigan, New Jersey, New York and Texas. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices