Rampart Wealth Management provides investment management and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. For investment management, Rampart determines the securities to buy or sell, but gets client approval before executing any trades. Financial planning covers various topics like financial goals, net worth, cash flow, retirement, risk management, taxes, and estate planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Accounts within the same household may be combined for a reduced fee.