Grace Ruiz-Zaiko is a registered investment advisor at Bridgebay Financial, INC., based in San Ramon, CA, with 28 years of industry experience. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.10% |
| $100M+ | 0.10% |
The annual asset-based fee rate is 0.10% on the first $100 million and negotiable thereafter.
Fee Estimator
Location
2603 Camino Ramon, Suite 200, San Ramon, CA, 94583-6014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Grace is a control person and direct owner (100%) of Bridgebay Financial Inc, a fee-based investment consulting service. This activity currently accounts for 100% of Grace's revenue.
Employment History
Current Registrations
Bridgebay Financial, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.