Michael Rama
Michael Rama is a registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
Get directionsHistory
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
Michael owns raw land in Panama and consults with Redimere LLC, a sports data analytics company. He is also a board member of Rama and an employee of Ashford Wealth Advisors, LLC, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
A.G.P. / Alliance Global PartnersBroker
A.G.P. / Alliance Global Partners
A.G.P / Alliance Global Partners
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Linsco/private Ledger CORP.Broker
Wissahickon Financial L.L.C.Broker
State Registrations10 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.