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Ronald Joshua Price

Captrust Financial Advisors

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About Ronald Joshua Price

Ronald Joshua Price is a Certified Financial Planner™ with Captrust Financial Advisors and has been in the industry since 2012. Ronald Joshua Price specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Ronald Joshua Price is registered to provide investment advice in Michigan. Ronald Joshua Price has been with Captrust Financial Advisors since September 2017.

Firm Information

Ronald Price is currently registered with Captrust Financial Advisors. Captrust Financial Advisors is an investment advisory firm based in HOLLAND, MI. Founded in 2000, they provide financial planning, pension consulting, and portfolio management services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $1.71 billion in assets.
Captrust Financial Advisors

85 E 8TH STREET

HOLLAND, MI 49423

$1.70B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Price’s Registration & Firm History

MI

02/02/2018 - Present

Captrust Financial Advisors (HOLLAND MI)

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Licenses & Designations

IA

Issued 02/02/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Joshua Price.
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