Ramon Ordonez
Ramon Ordonez is a registered investment advisor at Credicorp Capital Advisors LLC, based in Cali, with 20 years of industry experience. Ramon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 260 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Credicorp Capital Advisors offers investment management through a wrap fee program. Here's how the fees work:
- Regular Wrap Accounts (non-automated): Fees typically range from 0.25% to 2% annually, based on the value of your investments and the complexity of your portfolio. This fee covers securities transactions, brokerage, and custodian fees.
- Online (Automated) Advisory Accounts: Fees range from 1.00% to 1.50% annually, based on the value of your investments. This fee covers securities transactions, sub-advisory, brokerage, and custodian fees.
All fees are negotiable.
Location
Cali
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Ramon is involved in several investment-related activities, including managing family wealth through various corporations and real estate investments in both Colombia and the US. He also dedicates a significant portion of his time to Credicorp Capital Markets LLC and Credicorp Capital Advisors LLC, and minimal time to Red Capital Developers LLC.
Employment History
Current Registrations
Credicorp Capital Advisors LLC
Credicorp Capital LLCBroker
Previous Registrations
Souza Barros Securities, INCBroker
Global Strategic Investments, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.