Margaret Rust
Margaret Rust is a CFA-designated registered investment advisor at Rubey & Rust Capital Management, LLC, based in Crystal Bay, NV, with 33 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 143 clients with $360M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Location
Crystal Bay, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Margaret provides individual tax preparation and investment advisory services through Rubey & Rust Capital Management, dedicating nearly full-time hours to this endeavor. Margaret also sells Arbonne wellness products.
Employment History
Current Registrations
Rubey & Rust Capital Management, LLC
Previous Registrations
Protected Investors of America
Rubey & Rust Capital Management
Protected Investors of America
Protected Investors of AmericaBroker
State Registrations2 states
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