Elisabet Ramos
Elisabet Ramos is a registered investment advisor at Amida Wealth Advisors, LLC, based in Miami, FL, with 20 years of industry experience. Elisabet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 69 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amida Wealth offers portfolio management services, but does not directly manage client assets. Instead, Amida Wealth recommends a third-party sub-adviser to manage the account. The maximum management fee charged by Amida Wealth is 1.0%. The sub-adviser also charges a separate fee, typically between 0.35% and 1.00%. The total combined fee will not exceed 2.0%. Amida Wealth does not bill clients directly; the sub-adviser calculates and deducts the fees. Amida Wealth's fee is negotiable.
Location
218 NW 24th Street, Miami, FL, 33127
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Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Elisabet sells non-variable insurance in Miami, dedicating a few hours per week. She is also the founder/manager of Amida Lifestyle, LLC (event planning) and Amida Business Management, LLC (business consulting), spending about a quarter of her time and about two-thirds of her time, respectively, on these ventures.
Employment History
Current Registrations
Amida Wealth Advisors, LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
PNC Investments
PNC InvestmentsBroker
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.