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Theodore Rammelkamp

5 Years of Experience
Traverse City, MI
1 DisclosureBroker

Theodore Rammelkamp is a registered investment advisor at Empower Advisory Group, LLC, based in Traverse City, MI, with 5 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Traverse City, MI

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History

Regulatory History (1)
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Criminal
March 2017
Final Disposition
Other Business Activities

Theodore receives trailing commissions on business sold before April 2, 2023, but is no longer soliciting or servicing that business. This activity requires minimal time.

Employment History
Current Registrations
Empower Advisory Group, LLC
July 2024 - Present · 1 yr 10 mos
Empower Financial Services, INC.
April 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Prudential Financial Planning Services
August 2022 - April 2023 · 8 mos
Pruco Securities, LLC.Broker
August 2022 - April 2023 · 8 mos
Bankers Life Advisory Services, INC.
August 2021 - August 2022 · 1 yr
Bankers Life Securities, INC.Broker
February 2021 - August 2022 · 1 yr 6 mos
State Registrations45 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.