Julia
Ramon
Fiduciary Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Julia Ramon is a chartered financial analyst who works in Milwaukee, Wisconsin with 1 year of relevant experience. Ramon is an advisor for Fiduciary Management, Inc. Their career trajectory has included roles at Fiduciary Management, Inc, Applied Securities Analysis Program Uw Madison, University Of Wisconsin - Madison and Cambridge High School. Ramon is registered to advise clients in Wisconsin. Fiduciary Management, Inc is an advisory firm based out of Milwaukee, WI. It oversees $13 billion in total assets between its 831 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 119 charities and foundations. Of its 831 customer accounts, 31% belong to high-net-worth individuals who have at least $1 million in investable assets. Fiduciary Management, Inc offers a broad array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules usually depend on the type of financial services offered. Fees charged by Fiduciary Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fiduciary Management, Inc Brokerage Details
$13,213,149,862
26
831
$15,900,301
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Julia Ramon Work History
Julia has been registered as a financial advisor for 1 years.*
Fiduciary Management, Inc
Applied Securities Analysis Program Uw Madison
University Of Wisconsin - Madison
Cambridge High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julia Ramon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiduciary Management, Inc
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
