Ramona Bell
Ramona Bell is a registered investment advisor at Citigroup Global Markets INC., based in Jacksonville, FL, with 9 years of industry experience. Ramona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
Citi Wealth Management, NIC, 14000 Citi Cards Way - C1, Jacksonville, FL, 32258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ramona is a director at Hope Is On The Way Inc., helping refer moms to pregnancy resources, and a Vice President at Onstaff Ent, booking weddings and events. She is also a Vice President at Onstaff Logistics LLC, a trucking and transportation company, where her husband manages the driving operations; each of these activities requires minimal time.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
PFS Investments INC.Broker
State Registrations53 states
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