Robert Ramsey
Robert Ramsey is a registered investment advisor at Rns Wealth Management, LLC, based in Houston, TX, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 36 clients with $3.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RNS Wealth Management offers investment management services through American Funds Service Company, charging 1% of your portfolio annually, billed quarterly. RNS also acts as a co-advisor with Matson Money, where fees range from 0.25% to 1.00% depending on the amount invested. These fees are negotiable and disclosed in the Investment Advisory Agreement.
Location
700 Louisiana Street, Suite 3950, Houston, TX, 77002
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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
Robert works as an insurance agent selling insurance through Guardian Wealth Design Group since 2005. This takes about half of his time.
Employment History
Current Registrations
Rns Wealth Management, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.