Lisa Ramlow
Lisa Ramlow is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Lake, WI, with 24 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
7952 Racine Ave Wind, Lake, WI, 53185
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Lisa is a board member for Norway Community Fund, dedicating minimal time to fundraising activities. Lisa also owns Lisa Ramlow's Insurance Agency, an insurance agency affiliated with State Farm, where she works about half her time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.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.