William Ramsdell, ChFC®
San Francisco, California, 94104
Member Since 2004
My knowledge and professional services will help you achieve your most important financial goals. I have the commitment, resources, and focus to help you accumulate and preserve the assets you need to meet educational goals, to live comfortably during retirement, and have financial security late in life when you need it the most. My ultimate goal for all of my clients is the financial peace of mind that occurs when you know you have selected the right financial advisor.
My Location
Background Information
Years of Financial Experience
- 24
Education
- University of Montana (BS)
Certifications and Designations
- ChFC®
Methods of Compensation
- Financial Planning: Hourly fee
- Investment Services: Asset-based fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade Institutional
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 134297
- Securities Registrations: None
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: William B Ramsdell
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- None
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Business
Visit Website - http://www.ramsdellcapital.com
