Ruben Ramirez is a registered investment advisor at Quint Capital Management, based in New York, NY, with 27 years of industry experience. Ruben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 103 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is up to 2% per year, including all sub-advisory fees. Total fees will not exceed 3% of assets. Exceptions to the established fee schedule can be negotiated.
Fee Estimator
Location
420 Lexington Ave, Suite 1402, New York, NY, 10170
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2019Other Business Activities
Ruben is the CEO/Chief Investment Officer of Fortitude (DBA ProActive Planning Partners, LLC), a registered investment advisor, dedicating nearly full-time hours to it. He is also the Co-Founder/CEO of P3 Asset Management, an institutional asset management firm, spending about a third of his time there.
Employment History
Current Registrations
Quint Capital CorporationBroker
Quint Capital Corporation
Fortitude Advisory Group L.L.C.
Previous Registrations
Eagles Coast Capital, LLCBroker
LPL Financial LLCBroker
World Equity Group, INC.Broker
Halen CapitalBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
USAA Investment Management CompanyBroker
Citicorp Investment ServicesBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.