Ivan Negron-Ramos
Ivan Negron-Ramos is a registered investment advisor at Negron-Ramos LLC, based in San Juan, PR, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 38 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Negrón-Ramos LLC charges an annual fee based on the value of your portfolio. The fee ranges from 0.25% to 2.00% of your portfolio. The exact fee is negotiable and will be documented in your advisory agreement.
Location
420 Ave Ponce De Leon, Suite 103, San Juan, PR, 00918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ivan is the president of Negron Ramos, an insurance brokerage, where he sells life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. Ivan also serves as president of Negron Ramos' tax practice, spending a few hours per week providing tax services.
Employment History
Current Registrations
Negron-Ramos LLC
Previous Registrations
Lebenthal Global Advisors, LLC
Lebenthal Financial Services, INC.Broker
Negron-Ramos LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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