AR
AR

Andrew Ramsey

11 Years of Experience
Denver, CO

Andrew Ramsey is a registered investment advisor at Hirtle & CO., LLC, based in Denver, CO, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,791 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
38 advisors
Number of Clients
1,791 clients
Average Client Portfolio
$14.2M average
Assets Under Management
$25.4B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.95%

Maximum current advisory fee rate is 0.95% per year. Fees are negotiable based on account value and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

3200 Cherry Creek S. Drive, Suite 350, Denver, CO, 80209

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Hirtle & CO., LLC
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Crestone Asset Management LLC
March 2017 - September 2020 · 3 yrs 6 mos
Crestone Asset Management LLC
August 2015 - December 2016 · 1 yr 4 mos
Crestone Securities LLCBroker
February 2015 - September 2020 · 5 yrs 7 mos
State Registrations2 states
COPA
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.
More Advisors