Edgar Ramos
Edgar Ramos is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Tucson, AZ, with 27 years of industry experience. Edgar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
Tucson, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations30 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
More Advisors
- William Maxwell, CFPStrategic Advisers LLC
- Paul Choi, CFPStrategic Advisers LLC
- Lemar EdwardsStrategic Advisers LLC
- Salvatore Cabibo, CFPStrategic Advisers LLC
- Cory Niver, CFPStrategic Advisers LLC
- Amy BraunzStrategic Advisers LLC