Charles Ransom is a registered investment advisor at Ransom Advisory, based in Providence, RI, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 260 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Providence, RI
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Charles is the Treasurer of the RISPCA, a nonprofit animal protection organization, dedicating minimal time. He is also Vice President of the Meehan Fund, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Ransom Advisory
Previous Registrations
Compton Capital Management INC
State Registrations3 states
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.