Phillip Ramsey
Phillip Ramsey is a registered investment advisor at Uncommon Wealth Partners, LLC, based in Ankeny, IA, with 14 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 234 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.0%. All fees are negotiable. Uncommon Wealth Partners covers all trading costs when utilizing LPL Financial Custodian and using Uncommon Wealth’s Portfolios. Any Client account that is not actively managed is not assessed Advisory Fees.
Fee Estimator
Location
Ankeny, IA
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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
Phillip is the President and CEO of Ramsey0126 LLC, a corporation set up to aid with taxes, and a partner and advisor at Coleman Quiner Dewhurst and Ramsey. He also coaches others on how to sell life insurance, promotes Spikeball, acts as HOA president, and works as a representative for reverse mortgages, dedicating minimal time to each of these activities, except for The Foundation Group, where he works nearly full-time.
Employment History
Current Registrations
Uncommon Wealth Partners, LLC
Previous Registrations
Summit Financial Group INC
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Securities America, INC.Broker
Princor Financial Services CorporationBroker
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.