Antonio Ramirez is a registered investment advisor at Concert Investment Advisory LLC, based in San Juan, PR, with 26 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 178 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concert Investment Advisory charges a negotiable annual fee for investment management services, with a maximum of 1.95%. The exact fee depends on the client's needs, the complexity of their investment strategy, and their overall financial situation. Fees are paid quarterly in advance and can be directly debited from client accounts or paid by check. If an account is terminated, any unearned fees will be refunded.
Location
San Juan, PR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Concert Investment Advisory LLC
Previous Registrations
Institute for Wealth Consultants, INC.
The Benchmark Company, LLCBroker
Sowell Management Services
Concert Wealth Management
Private Advisory Group LLC
Strategic Capital Group L.L.C.
Rp Capital LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Churchill Management Group
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
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.