Marlon Ramirez is a registered investment advisor at Israel Investment Advisors, LLC, based in Denver, CO. Marlon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $96M 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 | 0.30% |
| $1.0M - $2.0M | 0.30% |
| $2.0M - $3.0M | 0.30% |
| $3.0M - $4.0M | 0.30% |
| $4.0M - $5.0M | 0.30% |
| $5.0M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $75.0M | 0.30% |
| $75M+ | 0.30% |
Rates apply to equity assets. Fixed income assets are charged a flat 0.30% per year. Cash and money market balances are not charged a fee. Separate accounts may also be subject to a 10% performance fee.
Fee Estimator
Location
1290 Broadway, Suite 1100, Denver, CO, 80203
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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 →Employment History
Current Registrations
Israel Investment Advisors, LLC
Ghp Investment Advisors 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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