Domingo Ramos is a registered investment advisor at Swapnick, LLC, based in Harrison, NJ, with 5 years of industry experience. Domingo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 10 clients with $770K 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 | 0.65% |
Fees are generally negotiable and may be less for larger client relationships and for non-profit and long-term clients. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Location
Harrison, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Swapnick, LLC
Previous Registrations
Swapnick, LLC
State Registrations2 states
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