Holly Ruxin is a registered investment advisor at Montcalm Tcr LLC, based in San Francisco, CA, with 23 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 125 clients with $220M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.20% |
Montcalm may modify its annual fee through written agreement with its Clients.
Fee Estimator
Location
16 Funston Ave, Suite A, San Francisco, CA, 94129
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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
Holly is a board member at The Crypto Company, an investment-related firm, since 2018. She spends a few hours per week providing insight and voting decisions on various committees after hours of primary business as CEO of an RIA.
Employment History
Current Registrations
Montcalm Tcr LLC
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
Banc of America Investment Services, INC.
Banc of America Securities LLC
State Registrations2 states
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