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Logan Ramer

8 Years of Experience
Rochester, MN
Sells Insurance

Logan Ramer is a registered investment advisor at Alphastar Capital Management, based in Rochester, MN, with 8 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 11,592 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
11,592 clients
Average Client Portfolio
$159K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K

Alphastar Capital Management's fees for investment advisory services are a percentage of the assets managed. The maximum annual rate is 2.25%, but the specific rate is negotiated with each client. Fees are calculated based on the average daily market value of your investments and are billed at the end of each month or quarter. The firm may also charge an annual administrative fee of up to $50 per account.

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Location

2001 2nd Street SW, Rochester, MN, 55902

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Logan is a general agent for Midland National Life Insurance Company since 2018, dedicating a few hours per week to selling insurance as part of retirement plans. He is also a general agent for Ramer Retirement Resources since 2016, spending about half his time selling insurance as part of retirement plans.

Employment History
Current Registrations
Alphastar Capital Management
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Regal Investment Advisors LLC
August 2017 - January 2021 · 3 yrs 5 mos
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.
Logan Ramer - Financial Advisor | TrueAdvisor