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William Ratner
16 Years of Experience
Newport Coast, CA
1 Disclosure
William Ratner is a registered investment advisor at Ratner & Associates LLC, based in Newport Coast, CA, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Newport Coast, CA
Get directionsHistory
Regulatory History (1)
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Criminal
July 2002Final Disposition
Other Business Activities
William is a real estate investor and property manager of his own properties. This activity is not investment-related.
Employment History
Current Registrations
Ratner & Associates LLC
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Ratner & Associates, LLC
May 2009 - March 2021 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - February 2009 · 11 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.