Rene Ramirez
Rene Ramirez is a registered investment advisor at Advisors Asset Management, INC., based in Boerne, TX, with 17 years of industry experience. Rene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.
Location
28025 Ih-10 West, Boerne, TX, 78006
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Regulatory History (1)
Customer Dispute
April 2012Employment History
Current Registrations
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Swbc Investment Services, LLCBroker
Swbc Investment Company
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.