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Gregory Ramirez

Advisors on Call
28 Years of Experience
Laguna Hills, CA
6 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Gregory Ramirez is a registered investment advisor at Advisors on Call, based in Laguna Hills, CA, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 130 clients with $48M in assets under management.

Advisors on Call
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
130 clients
Average Client Portfolio
$366K average
Assets Under Management
$47.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee of 2.0% of assets under management. Fees are negotiable based on account size, scope of services, and complexity. Third-party money manager programs charge up to 1.75%, with a combined total fee cap of 2.0%. Clients also pay an administrative charge of $7.25 monthly or $21.75 quarterly.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

23276 South Pointe Drive, Suite 209, Laguna Hills, CA, 92653

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2022
Award / Judgment
Customer Dispute
November 2018
Settled
Customer Dispute
January 2008
Denied
Employment Separation After Allegations
December 2007
Customer Dispute
July 2006
Denied
Employment Separation After Allegations
July 2001
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory is the owner of Advisors on Call LLC, used for marketing and branding purposes, and has been working directly with insurance companies since 2008. This investment-related activity takes nearly full-time, and compensation comes directly from insurance companies.

Employment History
Current Registrations
Advisors on Call
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cabin Securities, INC.Broker
September 2017 - June 2018 · 9 mos
Silber Bennett Financial, INC.Broker
April 2015 - October 2017 · 2 yrs 6 mos
Claraphi Advisory Network, LLC
October 2013 - December 2022 · 9 yrs 2 mos
Richfield Orion International, INC.Broker
February 2013 - April 2015 · 2 yrs 2 mos
Brokers International Financial Services, LLC.Broker
January 2012 - December 2012 · 11 mos
Brokers International Financial Services, LLC
January 2012 - December 2012 · 11 mos
VisionBroker
March 2011 - March 2011 · 0 mos
Opvest Wealth Management
January 2011 - March 2012 · 1 yr 2 mos
National Asset Management, INC.
April 2008 - January 2011 · 2 yrs 9 mos
National Securities CorporationBroker
January 2008 - October 2010 · 2 yrs 9 mos
Wells Fargo Investments, LLC
July 2006 - January 2008 · 1 yr 6 mos
Wells Fargo Investments, LLCBroker
July 2006 - January 2008 · 1 yr 6 mos
CUNA Brokerage Services, INC.
January 2006 - July 2006 · 6 mos
CUNA Brokerage Services, INC.Broker
December 2001 - July 2006 · 4 yrs 7 mos
Cal Fed InvestmentsBroker
November 1997 - September 2001 · 3 yrs 10 mos
State Registrations3 states
CATXWI
Advisor

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
No exam information available for this advisor.
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