Aubrey Ramey is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Blue Ash, OH, with 28 years of industry experience. Aubrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,560 clients with $4.5B 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 | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
Fee Estimator
Location
4555 Lake Forest Dr., Suite 160, Blue Ash, OH, 45242
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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 Activities
Aubrey is involved in real estate rental through Clear Future LLC since 2017. This activity requires minimal time and occurs during securities trading.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
Clarify Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Vestax Securities CorporationBroker
State Registrations2 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
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