Eduardo Ramos is a registered investment advisor at Freedom Advisory, based in Ft. Lauderdale, FL, with 17 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 528 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Fees are negotiable based on factors including the dollar amount of assets managed, anticipated future earning capacity, anticipated future additional assets, related accounts, account composition and negotiations with you.
Fee Estimator
Location
500 East Broward Blvd, Suite 900, Ft. Lauderdale, FL, 33394
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 ActivitiesSells Insurance
Eduardo is a director at Antilles Insurance Company and Anglo Puerto Rican Insurance Corp, and a member of Anglo Holdings, CLC, spending minimal time on these roles combined. He is also President of Cenon Corporation and Managing Member of Lantic LLC, each taking a few hours per week.
Employment History
Current Registrations
Freedom Advisory
State Registrations3 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.