Ratio Wealth Group LLC
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Learn more about Ratio Wealth Group LLC
Overview
Ratio Wealth Group LLC operates as an advisory firm that has its headquarters in Denver, Colorado. The firm administers $415.6 million in assets throughout 890 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management (AUM). It has a small group, including 6 financial advisors. Ratio Wealth Group LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets such as bonds, equities and options.
Ratio Wealth Group LLC oversees all of the company's client assets in a discretionary manner. Discretionary management means that a portfolio manager makes transaction choices without requiring client permission. The firm manages roughly $466,957 for each customer account. The typical financial advisor at Ratio Wealth Group LLC administers around 148 client accounts.
The firm's main office is at 1741 N. High Street, Denver, Colorado 80218. Ratio Wealth Group LLC is legally registered to provide services to investors across 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ratio Wealth Group LLC by the Numbers
$415.6 million
6
890
$467.0 thousand
Products and Services
Ratio Wealth Group LLC offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the last fiscal year, it provided financial planning services to 51-100 of its clients. The company does sell products or offer services other than investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services largely are based on which services the firm provides the client. Fee types charged by the company most likely consist of some combination of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Ratio Wealth Group LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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
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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 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors, high net worth investors and charitable organizations. Out of its 890 accounts, Ratio Wealth Group LLC's biggest client group by number of accounts is retail investors, but it also caters to 156 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 49.21%
- Other Individuals - 50.47%
- Corporations - 0%
- Charitable Organizations - 0.32%
* 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
Ratio Wealth Group LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ratio Wealth Group LLC
Denver, CO
San Francisco, CA
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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