Matthew Ramer
Matthew Ramer is a registered investment advisor at Mor Wealth Management, LLC, based in Philadelphia, PA, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 164 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOR Wealth Management provides asset management services where clients pay an annual fee based on a percentage of their portfolio. The maximum fee is 1.25%, but the exact fee schedule can vary depending on the specific program. Clients may also pay platform fees and transaction charges depending on the program they choose.
Location
100 E Penn Square, Suite 400, Philadelphia, PA, 19107
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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 ActivitiesSells Insurance
Matthew is involved in several outside business activities, including fixed insurance sales since 2013, owning Mor Wealth Management LLC for securities business, and owning rental properties. He also works as an audio mastering engineer and photographer, and consults for research companies, each taking a minimal amount of his time.
Employment History
Current Registrations
Mor Wealth Management, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Morgan Stanley Dw 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.