Advisor at Vestech Asset Management Inc.
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.
Firm
Vestech Asset Management Inc.
Location
Saint Louis, MO 63141
Credentials
Series 63, Series 65
Industry experience
21 years
Marco Ramirez is a financial advisor at Vestech Asset Management Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vestech Asset Management since 2016. Outside of his advisory role, he practices law as an attorney at BlackRock Legal p.c. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage a broad range of securities through targeted asset-allocation model portfolios and offers both ongoing investment management and project-based planning.
Based on Vestech Asset Management Inc.
Based on Vestech Asset Management Inc.
Fixed fees for financial planning projects ranging between $150 and $1,000.
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,000+: Negotiable
Commission received by representatives from sale of securities and insurance products through Vestech Securities, Inc.
Hourly fees between $150 and $250 per hour for financial planning services.
Account minimum: $5,000 Fee-only: Negotiable fixed fees between $150 and $1,000 for financial planning; hourly fees $150 to $250 per hour.
11477 Olde Cabin Road, Suite 310
Saint Louis, MO 63141
Connecticut · Illinois · Kansas · Michigan · Missouri · Pennsylvania · Texas
Vestech Asset Management, Inc.
2016 - Present (10 years)
Vestech Securities, Inc.
2016 - Present (10 years)
Oakbridge Financial Services
2015 - 2016 (1 year)
BlackRock Legal p.c.
2013 - Present (13 years)
Cuttingedge Advisors
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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