Christian Ramos
Christian Ramos is a registered investment advisor at Mar Wealth Management Services, LLC, based in West Palm Beach, FL, with 5 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 47 clients with $110M 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% |
Fees are negotiable depending on the client's needs and the complexity of the situation.
Fee Estimator
Location
500 Australian Avenue South, Suite 600, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (3)
Criminal
September 2014Criminal
October 2007Criminal
June 2002Other Business Activities
Christian is a board member of a charitable foundation, co-trustee of three trust accounts, and co-trustee of an inherited IRA. These accounts are managed by MAR.
Employment History
Current Registrations
Mar Wealth Management Services, LLC
State Registrations2 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.