Christian Ramirez
Christian Ramirez is a registered investment advisor at Lifeinvest Wealth Management, LTD, based in Miami, FL, with 7 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 366 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Client relationship could be established and exist where the fees are higher or lower than the Fee Schedule provide above. The Fee Schedule above is negotiable on a case-by-case basis. The minimum Annual Fee for all clients is $1,500.00.
Fee Estimator
Location
1110 Brickell Avenue, Suite 210-A, Miami, FL, 33131-3136
Get directionsHistory
Regulatory History (1)
Financial
February 2020Other Business Activities
Christian performs back office tasks for Portfolio Resource Group, including filing paperwork for new accounts. This activity requires minimal time.
Employment History
Current Registrations
Lifeinvest Wealth Management, LTD
State Registrations1 state
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.