Maricela Ramos
Maricela Ramos is a CFP-designated registered investment advisor at Mar Wealth Management Services, LLC, based in West Palm Beach, FL, with 21 years of industry experience. Maricela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 53 clients with $130M 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 negotiable depending on client needs and situation complexity.
Fee Estimator
Location
500 Australian Avenue South, Suite 600, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maricela is co-trustee of multiple trust accounts and inherited IRAs, and a board member of four charitable foundations, all managed by MAR. She also owns rental properties, a vending machine business (EXE Vending Services, LLC), and an unsecured loan to that business, spending a few hours per week assisting with its operations.
Employment History
Current Registrations
Mar Wealth Management Services, LLC
Previous Registrations
Washington Wealth Management
J. P. Morgan Securities INC.
Jpmorgan Securities INC
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.
Exams
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