Ramon Franklin is a CFP-designated registered investment advisor at Capital Focus, INC., based in Greenville, SC, with 15 years of industry experience. Ramon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Real Estate Investing, and 2 more. Their firm serves 25 clients with $15M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Location
412-C Pettigru Street, Greenville, SC, 29650
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ramon is a licensed real estate broker in South Carolina and Georgia, providing asset management, brokerage, and marketing services. He is also a part-time guest lecturer at Clemson University and the operating member of Cole Capital Management, LLC, a real estate firm. These activities take a few hours per week, about 10-20% of his time, and a few hours per week, respectively.
Employment History
Current Registrations
Capital Focus, INC.
State Registrations1 state
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