William Ramires
William Ramires is a registered investment advisor at B.B. Graham & Company, INC., based in Orange, CA, with 38 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 427 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.
Fee Estimator
Location
1700 W Katella Ave, Orange, CA, 92867
Get directionsHistory
Regulatory History (1)
Regulatory
July 1996Other Business Activities
William owns Teach Yourself Soccer, dedicating a few hours per week to it. He also owns IHM Financial LLC, which is his investment business and a DBA branch office of BB Graham and Company, taking up nearly all of his time.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
B.B. Graham & Company, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
State Registrations15 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.
Exams
More Advisors
- Leonard WyssB.B. Graham & Company, INC.
- Frank ZitoB.B. Graham & Company, INC.
- Douglas Callen, CFP, ChFCB.B. Graham & Company, INC.
- Sheri StrainB.B. Graham & Company, INC.
- Bruce GrahamB.B. Graham & Company, INC.
- Laura Lawther, CFPEmpower Advisory Group, LLC