Negrón-Ramos LLC provides investment management services based on individual client goals, objectives, and risk tolerance. They create an Investment Policy Statement for each client. The firm also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. Negrón-Ramos LLC may prepare tax returns for clients.
Assets Under Management$9.1M
Clients38
Advisors1
Avg. per Client$240K
Avg. per Advisor$9.1M
Fee Structure
Negrón-Ramos LLC charges an annual fee based on the value of your portfolio. The fee ranges from 0.25% to 2.00% of your portfolio. The exact fee is negotiable and will be documented in your advisory agreement.
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