A complete list of active advisors currently associated with Frank Ramson, LLC

Warmer can help you find a great advisor at Frank Ramson, LLC or one who fits your needs even better.

The firm provides discretionary portfolio management to individual investors, serving both clients with modest portfolios and high-net-worth individuals. It manages client assets held at each client’s brokerage account and bills for advisory services on a percentage-of-assets-under-management basis, billed quarterly, rather than using performance-based fees or private-fund arrangements. The firm’s investment approach emphasizes fundamental valuation analysis supplemented by technical analysis for trade timing, and it employs covered-call writing as a conservative income-enhancing and partial-hedging technique; exchange-traded funds are used when they meet client needs. Trades are executed under written trading authority in client-held brokerage accounts, with custody and account reporting maintained by an independent broker-dealer. The adviser operates as a single-member, state-registered firm led by an adviser with a longstanding background in accounting and business who previously operated a tax practice and has since divested that interest to avoid time conflicts. With a small client roster (about 30 clients and approximately $31.1 million in client assets) and an expressed limit on future clients, the firm’s mix of individualized portfolio management for both modest and high-net-worth individuals, uncommon reliance on percentage-of-AUM billing, and the explicit absence of private-fund advisory activity distinguishes it from many peers.

To learn more about the advisors currently working at Frank Ramson, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.