Kristin Ramsay
Kristin Ramsay is a registered investment advisor at Trunorth Financial Services, INC., based in Chambersburg, PA, with 3 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 387 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
The fee may be negotiated or discounted with approval by the Owner and CEO. This tiered fee schedule applies to new clients who open their relationship with tFS. Fee Schedules attached to existing investment management agreements remain unchanged.
Fee Estimator
Location
425 Phoenix Drive, Chambersburg, PA, 17201
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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 Activities
Kristin is a minority owner of Denim Coffee Company, a coffee roasting and coffee shop business, since 2011. She devotes minimal time to this non-investment-related activity.
Employment History
Current Registrations
Trunorth Financial Services, INC.
State Registrations1 state
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