How does the advisor help clients – Key Takeaways:
Ramsdell Capital Management, LLC is a leading financial advisor firm with a strong reputation for providing expert financial guidance and services to their clients. From portfolio management to retirement planning, Ramsdell Capital Management has a range of services designed to help clients reach their financial goals.
Facts and Insights
Ramsdell Capital Management, LLC was founded in 2005 and has since grown to become one of the most respected financial advisor firms in the industry. With a team of highly experienced advisors, the firm prides itself on delivering personalized solutions to each client’s specific financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 15 years |
As shown in the table above, Ramsdell Capital Management has a strong track record of managing a significant amount of assets for their clients. With a team of 10 experienced advisors, the firm has a low advisor-to-client ratio, allowing for a more personalized approach to financial planning.
Financial Services Offered
Ramsdell Capital Management offers a comprehensive range of financial services to their clients, including:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Insurance Planning
- Tax Planning
Client Types
Ramsdell Capital Management caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. Their services are tailored to meet the specific needs of each client, regardless of their financial situation.
Fees & Compensation
Ramsdell Capital Management charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of the client, as the firm’s compensation is tied to the performance of the client’s portfolio. This fee is typically 1%-2% of the total assets under management.
Background
The founder of Ramsdell Capital Management, John Ramsdell, has over 25 years of experience in the financial industry and is a certified financial planner (CFP). His extensive knowledge and expertise in the field have played a significant role in the success of the firm.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to understand any disclosures or potential conflicts of interest before working with them. Ramsdell Capital Management has a clean track record, with no reported disciplinary actions or conflicts of interest. The firm prioritizes transparency and always puts the client’s best interests first.