Advisors On Call offers personalized investment management and financial planning services to individuals, high net worth individuals, families, trusts, and businesses. Founded in 2013 and registered as an investment advisor in 2021, the firm is led by Greg Ramirez and operates out of Laguna Hills, California. Advisors On Call manages portfolios on both a discretionary and non-discretionary basis, tailoring investment strategies to each client's specific goals and risk tolerance. In addition to direct portfolio management, the firm provides guidance on selecting and monitoring third-party money managers. Financial planning services cover retirement planning, estate planning, tax and estate strategies, business owner planning, education funding, charitable giving, insurance needs, and cash flow budgeting. Advisors On Call operates as a fee-based firm, charging a percentage of assets under management or negotiating flat and hourly fees for planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee of 2.0% of assets under management. Fees are negotiable based on account size, scope of services, and complexity. Third-party money manager programs charge up to 1.75%, with a combined total fee cap of 2.0%. Clients also pay an administrative charge of $7.25 monthly or $21.75 quarterly.