Angel Cruz is a CFP-designated registered investment advisor at Cruz Wealth Management, LLC, based in Olympia, WA, with 20 years of industry experience. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 18 clients with $3.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory Fee percentages are charged on the incremental net assets under management. The fees are not negotiable.
Fee Estimator
Location
Olympia, WA
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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 →Employment History
Current Registrations
Cruz Wealth Management, LLC
Previous Registrations
Fortis Capital Management LLC
Cruz Registered Investment Advisor, LLC
Cruz Registered Investment Advisor, LLC
MML Investors Services, INC.
Zurc Investments, LLC
Ameriprise Financial Services, INC.
Third Coast Investments, LLC
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.