William Ramires
William Ramires is a registered investment advisor at B.B. Graham & Company, INC., based in Lake Forest, CA, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
27 Orchard RD STE 102, Lake Forest, CA, 92630
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.
B.B. Graham & Company, INC.Broker
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.