Joni Rametta is a CFP-designated registered investment advisor at Oneseven, based in Sarasota, FL, with 32 years of industry experience. Joni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
6230 University Parkway #305, Sarasota, FL, 34240
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Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Joni is a managing member of The Leetzow Group LLC, a management support company, dedicating minimal time. Joni also works as an Insurance Agent/Investment Advisor Representative for Wealth Planning and Design LLC, focusing on fixed insurance sales and advisory services, taking about half of her time.
Employment History
Current Registrations
Oneseven
Previous Registrations
Wr Wealth Planners LLC
Wealth Planning and Design LLC
Nepsis Advisor Services, INC.
Morgan Stanley
Citigroup Global Markets INC.
State Registrations1 state
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.