FV
FV

Fernando Vinas-Miranda

24 Years of Experience
New York, NY
Broker

Fernando Vinas-Miranda is a registered investment advisor at Ramirez Asset Management, INC., based in New York, NY, with 24 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 677 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
677 clients
Average Client Portfolio
$18.1M average
Assets Under Management
$12.3B

Fee Structure

Investment management only (planning not offered)

Ramirez Asset Management (RAM) offers investment management services for both fixed income and equity strategies.

For individual retail investors, the fees are:

  • Fixed income strategy: 0.25% to 0.50% of your portfolio per year.
  • Equity strategy: 0.75% to 1.00% of your portfolio per year.
  • Balanced portfolio: 0.50% to 1.00% of your portfolio per year, depending on investment objectives and time horizon.
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Location

14 East 52nd Street, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ramirez Asset Management, INC.
February 2011 - Present · 15 yrs 3 mos
Samuel A. Ramirez & Company, INC.
April 2007 - Present · 19 yrs 1 mo
Samuel A. Ramirez & Company, INC.Broker
April 2007 - Present · 19 yrs 1 mo
Previous Registrations
Ramirez Asset Management, INC.
September 2010 - December 2010 · 3 mos
Bbva Securities of Puerto Rico, INC.Broker
September 2001 - April 2007 · 5 yrs 7 mos
State Registrations7 states
CAFLGAKYNYPRTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.