Advisor at Capital Focus, 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
Capital Focus, Inc.
Location
Greenville, SC 29650
Credentials
CFP®, Series 65
Industry experience
15 years
Ramon Franklin is the president of Capital Focus, Inc. in Greenville, SC, with 15 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his advisory role, he is a licensed real estate broker in South Carolina and Georgia and serves as a part-time adjunct faculty member at Clemson University, where he teaches undergraduate courses in real estate, corporate and personal finance, and investment. Capital Focus, Inc. provides investment counsel and financial planning to individuals, trusts, estates, and business entities, specializing in retirement planning, education funding, tax preparation, and real estate investment and management. The firm operates on a fee-only, non-discretionary basis, emphasizing asset allocation, diversification, and value-oriented stock selection with low turnover.
Based on Capital Focus, Inc.
$0 - $1,000,000: 1.00% annually $1,000,001 - $1,999,999: 0.80% annually $2,000,000+: Negotiable
$175 per hour for financial and advisory services
Minimum fee: $500 per annum minimum management fee Fee-only: 1.00% annually up to $1,000,000; 0.80% for $1,000,001-$1,999,999; negotiable over $2,000,000; $175/hour for financial planning and advisory services
412 C Pettigru Street
Greenville, SC 29650
South Carolina
Clemson University
2001 - Present (25 years)
Capital Focus, Inc.
1998 - Present (28 years)
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Is active or affiliated with:
Other specialized services
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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