Ruben Ramirez is a PFS-designated registered investment advisor at Msp Investment Advisors, LLC, based in Bingham Farms, MI, with 2 years of industry experience. Ruben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 9 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MSP Investment Advisors does not charge clients for investment management services. Instead, MSP receives a portion of the investment advisory management fees that clients pay to the independent registered investment advisors they are referred to. This compensation is typically up to 25% of the total investment advisory management fees collected by the independent advisors. Clients can instruct the independent advisors to stop paying MSP's referral fees at any time without affecting their advisory relationship or the fees charged by the independent advisors.
Location
30800 Telegraph Rd, Suite 2800, Bingham Farms, MI, 48025
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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.
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Ruben works as a professional service tax accountant for Mellen, Smith & Pivoz PLC since September 2023. This takes significantly more than full-time hours, with a substantial portion during securities-trading hours.
Employment History
Current Registrations
Msp Investment Advisors, LLC
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.