Julia Ramer
Julia Ramer is a registered investment advisor at Alpha Investment Consulting Group, LLC, based in Milwaukee, WI, with 2 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Investment Consulting Group offers discretionary management based on a percentage of assets, which is negotiable. The specific percentage is not listed in the brochure.
Location
111 East Kilbourn Avenue, Suite 1600, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alpha Investment Consulting Group, LLC
State Registrations1 state
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