John Ramsbacher is a registered investment advisor at Cumulus Advisors LLC, based in San Francisco, CA, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cumulus Advisors does not directly manage your investments. Instead, they refer you to a third-party advisor who will manage your money. The fees for investment advice range from 0.25% to 1.00% of the assets managed, depending on the size of your relationship. These fees are paid by the third-party advisor to Cumulus Advisors; you will not be charged any additional fees as a result of the referral.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is of counsel at Ramsbacher Prokey Leonard LLP, focusing on estate, gift, and charitable tax planning, dedicating minimal time. He is also co-founder and real estate developer at Oryx Partners, LLC & Oryx Capital Partners, LLC, and co-founder and chief of strategy and growth at A&A Health Services LLC & Alamo Health Management LLC, spending about half his time overseeing company growth in mental health facilities.
Employment History
Current Registrations
Cumulus Advisors LLC
Previous Registrations
Cumulus Advisors LLC
Cumulus Advisors LLC
State Registrations1 state
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