Advisor at Ascentis Independent Advisors, 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.
Firm
Ascentis Independent Advisors, LLC
Location
Las Cruces, NM 88005
Credentials
Series 63, Series 65
Industry experience
23 years
Financial Planning & Consulting flat fees range from $1,500 to $10,000; Retirement Plan Consulting flat fees range from $750 to $10,000.
$0+: 2.00% maximum annually for Asset Management service $0+: 2.00% maximum annually for Comprehensive Portfolio Management service $0+: Up to 2.00% annually for Retirement Plan Consulting when fee is based on plan assets $0+: Up to 2.00% annually for Referrals to Third Party Managers
Certain representatives are also registered representatives of broker/dealers and may receive commissions from sales of securities or mutual funds, including trail fees.
Financial Planning & Consulting up to $350/hour; Retirement Plan Consulting up to $250/hour.
Fee-only: Financial planning and consulting charged hourly up to $350/hour or flat fees from $1,500 to $10,000; Retirement plan consulting charged hourly up to $250/hour, flat fees $750 to $10,000, or up to 2.00% of plan assets.
Golden State Equity Partners, LLC
2021 - Present (5 years)
Carter Bain Wealth Management
2006 - 2021 (15 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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Las Cruces, NM
Edward Jones
CFP®, Series 66
Las Cruces, NM
Edward Jones
Series 63, Series 66
Las Cruces, NM
Merrill
Nicholas Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to building relationships rooted in transparency, trust, and candid advice. Nicholas focuses on understanding clients' full financial pictures and what matters most to them in order to create strategic and flexible financial plans that address life's challenges. Nicholas brings expertise in personalized wealth management strategies, emphasizing meticulous planning tailored to individuals’ unique goals, risk tolerance, time horizons, and liquidity needs. He supports clients in pursuing their financial objectives, including retirement planning, business growth and exit strategies, asset protection, and legacy planning. He also leverages the investment insights of Merrill alongside the concierge banking and lending solutions offered by Bank of America. Nicholas earned a Bachelor's Degree from Saint Leo University and holds the Personal Investment Advisor (PIA) designation. He is a member of the Association of Latino Professionals for America and is fluent in English and Spanish.
Series 66
Las Cruces, NM
Edward Jones
CFP®, Series 66
Graham, TX
Edward Jones
ChFC®, Series 66
Las Cruces, NM
Edward Jones
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