Aaron Ramirez
Aaron Ramirez is a registered investment advisor at Voya Financial Advisors, INC., based in Edinburg, TX, with 9 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B 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 | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
1816 S. McColl Rd, Suite 4, Edinburg, TX, 78539
Get directionsHistory
Regulatory History (2)
Criminal
August 2001Criminal
November 2000Other Business ActivitiesSells Insurance
Aaron is a financial advisor at RJG Retirement Services, LLC, and an independent insurance agent, dedicating full-time hours to each role. He also works as a P&C insurance agent (about a quarter of his time) and sells fixed insurance and Medicare supplements through Empower Brokerage (about 10-20% of his time).
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations6 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.
Exams
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