Mathew Ramey
Mathew Ramey is a registered investment advisor at Christy Capital Management, INC., based in Fort Wayne, IN, with 5 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 757 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCM uses third-party managers to manage client investments. The total annual fee for asset management services will be no more than 1.8% of the account value. CCM receives up to 1.5% of this fee, with the subadvisor receiving the remainder. This fee is deducted directly from the client's account. Clients may also incur additional fees such as transaction fees, broker commissions, ETF fees, and mutual fund fees.
Location
Fort Wayne, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Christy Capital Management, INC.
Previous Registrations
Christy Capital Management, INC.
State Registrations3 states
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