Ramzi Baklouti
Ramzi Baklouti is a CFP-designated registered investment advisor at Law & Associates INC, based in Glen Echo, MD, with 12 years of industry experience. Ramzi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 261 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Law & Associates manages investments through various programs offered by Raymond James & Associates. The maximum advisory fee for all accounts is 2.25%, but Law & Associates has the discretion to discount fees. Fees are paid quarterly in advance, based on the account value at the end of the previous quarter. There are minimum investment requirements for some accounts, such as $25,000 for Ambassador and Freedom accounts, and $100,000 to $300,000 for other programs. Clients may also incur charges for other account services not directly related to the execution and clearing of transactions.
Location
6111 Tulane Ave, Glen Echo, MD, 20812-1205
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Regulatory History (2)
Financial
January 2018Financial
August 2017Other Business Activities
Ramzi is an associate/employee at Law & Associates Inc., an independent RIA, since 2011, spending a few hours per week preparing investment and financial reports. He also works as a professor/teacher at Southern New Hampshire University, dedicating about 10-20% of his time.
Employment History
Current Registrations
Law & Associates INC
Raymond James Financial Services, 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.