Douglas Ramey is a registered investment advisor at Saint Louis Investment Advisors INC, based in Collinsville, IL, with 20 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 150 clients with $72M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
150 clients
Average Client Portfolio
$481K average
Assets Under Management
$72.2M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable. Some clients may be subject to a different fee schedule that was in effect when they became a client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1701 Golfview Drive, Collinsville, IL, 62234

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Saint Louis Investment Advisors INC
November 2005 - Present · 20 yrs 5 mos
State Registrations3 states
ILMOTX
Advisor

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
No exam information available for this advisor.
Douglas Ramey - Financial Advisor | TrueAdvisor