Justin Rams is a CFP-designated registered investment advisor at Entelevest, LLC, based in Coral Gables, FL, with 8 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 162 clients with $150M 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 $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,000. Accounts under $500,000 are billed at 1.50%. Accounts that fall below $475,000 due to withdrawals will be billed at the annual rate of 1.50%. ENTELEVEST, LLC will negotiate the fee for accounts under $500,000 when Financial Planning Fees are also paid by a client which includes ongoing monitoring.
Fee Estimator
Location
121 Alhambra Plaza, Suite 1209, Coral Gables, FL, 33134
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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
Entelevest, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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