Christian Ramsey
Christian Ramsey is a registered investment advisor at Qria, INC., based in Colorado Springs, CO, with 21 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $18M 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 | 1.00% |
Fees are non-negotiable. QRIA, Inc. may specifically direct clients to SEI Investment Management Corporation (“SIMC”). QRIA, Inc. does not receive a share of sub-advisory fees from SIMC. The services and fees offered by QRIA, Inc. and SIMC are separate and distinct. SIMC bills a fee charged on the value of an account at the end of the quarter, debited from the account quarterly, in arrears. The sub-adviser fee is non-negotiable and SEI fees will not exceed 2% (QRIA charges 1%- SEI program fees for managed ETF and Mutual Fund Programs vary but typically charge between .03% and 1.5%). Custody Fees also vary and are paid in addition to the Advisory Fees. Custody Fees paid to SPTC range from .02% to .15%. Total fees for the Managed ETF platform are typically 1% to QRIA, .45% for Managed ETF Program and .15% SPTC custodial fees.
Fee Estimator
Location
Colorado Springs, CO
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2025Judgment / Lien
March 2014Customer Dispute
February 2009Employment Separation After Allegations
October 1998Other Business ActivitiesSells Insurance
Christian wholly owns CMR Financial Services, Inc. for financial, insurance, and estate planning, dedicating about a third of his time to it. He is also involved with Advisor Resources LLC, writing, and Q Exchange, LLC.
Employment History
Current Registrations
Qria, INC.
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Wells Fargo Securities INC.Broker
State Registrations3 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.