Justin Rams
Advisor at Entelevest, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Entelevest, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Coral Gables, FL 33134
Credentials
CFP®, Series 66
Industry experience
8 years
Justin Rams is a CFP® with eight years of industry experience, currently serving as a financial advisor at Entelevest, LLC since 2022. His prior roles include positions at Equitable Advisors, Axa Advisors, and Merrill Lynch. Entelevest works with individual clients, including high-net-worth households, as well as plan sponsors and fiduciaries of employer retirement plans, offering discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm employs a mix of quantitative and fundamental methods for tailored portfolio management and utilizes the Pontera platform to manage held-away retirement accounts.
Based on Entelevest, LLC
Start-up 401(k) fee of $1,000; $1,000 flat fee annually for 401(k), Pension, and Profit-Sharing Plan Advisory Services under $100,000
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000+: Negotiable
$250 - $450 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Financial planning fixed fees generally range from $5,000 to $20,000; hourly fees from $250 to $450
121 Alhambra Plaza, Suite 1209
Coral Gables, FL 33134
Florida
Entelevest, LLC
2022 - Present (4 years)
Equitable Advisors
2020 - 2022 (2 years)
Axa Advisors, LLC
2018 - 2020 (2 years)
UnEmployed
2017 - 2017 (1 year)
Merrill Lynch
2016 - 2016 (1 year)
Babson College
2013 - 2017 (4 years)
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Lawyer
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Real estate agent
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Other specialized services
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