Aaron Ramirez
Aaron Ramirez is a registered investment advisor at Voya Financial Advisors, INC., based in Edinburg, TX, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
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 Registrations5 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.