Marco Ramirez
Marco Ramirez is a registered investment advisor at Vestech Asset Management INC., based in Saint Louis, MO, with 21 years of industry experience. Marco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 270 clients with $100M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. The total amount of the fee a client pays will not exceed industry standards of excessive fees, which is 2.00% annually.
Fee Estimator
Location
11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141
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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 Activities
Marco is a practicing attorney at BlackRock Legal P.C., dedicating about a quarter of his time. He also serves as the Chief Compliance Officer and a financial representative at Vestech Securities, Inc., which is a full-time commitment.
Employment History
Current Registrations
Vestech Asset Management INC.
Vestech Securities, INC.Broker
Previous Registrations
Vestech Securities, INC.
Cuttingedge Advisors
Oakbridge Financial ServicesBroker
Concorde Investment Services, LLCBroker
Cuttingedge Advisors
Silver Oak Securities, IncorporatedBroker
Cuttingedge Advisors
Questar Asset Management, INC.
Questar Capital CorporationBroker
Aig Sunamerica Capital Services, INC.Broker
State Registrations13 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.