Donald Ramirez
Donald Ramirez is a CFP-designated registered investment advisor at Peak Wealth Advisors, INC., based in San Luis Obispo, CA, with 28 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 251 clients with $87M 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable in certain cases.
Fee Estimator
Location
1493 Higuera Street, San Luis Obispo, CA, 93401
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 1989Other Business Activities
Donald is a sole proprietor and software reseller of professional tax software since 2009. This takes about 10-20% of his time.
Employment History
Current Registrations
Peak Wealth Advisors, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.