Richard Fruth is a registered investment advisor at Fruth Investment Management, based in Houston, TX, with 33 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 176 clients with $400M 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 $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain clients may pay less than the advertised fee schedule based on client specific circumstances. Clients that have an existing relationship with Fruth Investment Management on or before 2022 will continue to be on the same fee schedule as their investment advisor agreement states.
Fee Estimator
Location
820 Gessner #1640, Houston, TX, 77024
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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
Fruth Investment Management
State Registrations1 state
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