William Ramsdell
William Ramsdell is a ChFC-designated registered investment advisor at Ramsdell Capital Management, LLC, based in San Francisco, CA, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $110M 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 $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $750K | 0.85% |
| $750K - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fee on combined assets/business unit or household unit above $10,000,000 is negotiable.
Fee Estimator
Location
580 California Street, Suite 1200, San Francisco, CA, 94104
Get directionsHistory
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 ActivitiesSells Insurance
William is the principal owner of Ramsdell Brokerage Group, an insurance sales and service business. He spends a few hours per week on servicing insurance, paperwork, and processing applications.
Employment History
Current Registrations
Ramsdell Capital Management, LLC
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.