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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 445 clients with $310M 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 $1.0M | 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% |
Fees may be negotiated or discounted with approval by the Owner and CEO.
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
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
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