Ransom Advisory
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Overview
Ransom Advisory is located at 326 Taber Ave, Providence, RI. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Ransom Advisory is not a registered broker-dealer.
Ransom Advisory oversees $219.3 million in assets under management across 205 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Ransom Advisory is asset-based. The firm has 111 high net worth clients.
Ransom Advisory is registered in the states of Massachusetts and Rhode Island.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ransom Advisory by the Numbers
$219.3 million
1
205
$1.1 million
Fee Structure
Fees for financial management typically vary depending on the type of financial services offered. Fees charged by Ransom Advisory typically consist of the following fee type: asset-based.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a broad range of investors. It caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Ransom Advisory's biggest client type by number of accounts is high net worth investors, though it also caters to 111 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 54.15%
- Other Individuals - 41.95%
- Corporations - 2.44%
- Charitable Organizations - 1.46%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ransom Advisory does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ransom Advisory
Providence, RI
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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