Sebastian Ramirez is a CFA-designated registered investment advisor at Latin Securities INC, based in Miami, FL, with 5 years of industry experience. Sebastian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
100 SE 2nd Street, Suite #3975, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Latin Securities INC
Latin Securities INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Intl Fcstone Securities INC.Broker
State Registrations3 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.