Ramona Santos
Ramona Santos is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Marlton, NJ, with 26 years of industry experience. Ramona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B 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 | 2.25% |
Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.
Fee Estimator
Location
Marlton, NJ
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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
Ramona operates several DBAs for her LPL business, including Glide Path Financial LLC and Integrated Financial Partners, dedicating a significant amount of time to these activities. She also provides investment advisory services through Integrated Wealth Concepts, LLC and is an insurance agent selling non-variable insurance, spending a few hours per week on this.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Davinci Financial Designs
LPL Financial LLC
LPL Financial LLCBroker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations3 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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