Carlie Ransom is a registered investment advisor at Equal Path Investments, based in Tacoma, WA, with 8 years of industry experience. Carlie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 21 clients with $9.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Equal Path Investments' ongoing financial planning service. There is no additional asset-based fee beyond the agreed-upon flat ongoing financial planning fee. EPI absorbs trading fees and platform fees charged by Altruist Financial LLC.
Location
539 Broadway, #J1, Tacoma, WA, 98402
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Regulatory History
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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Carlie is employed as Owner and Grant Writer at Kupala Ventures LLC. This activity requires minimal time.
Employment History
Current Registrations
Equal Path Investments
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 states
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.