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Elizabeth Eldridge

1 Year of Experience
Crystal Bay, NV

Elizabeth Eldridge is a registered investment advisor at Rubey & Rust Capital Management, LLC, based in Crystal Bay, NV, with 1 years of industry experience. Elizabeth 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
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
143 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$360.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Crystal Bay, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Elizabeth provides Financial Planning and Analysis (FP&A) consulting to Nutcracker Therapeutics through Solopoint Solutions. She spends approximately 20 hours per week in this role, with about 6 hours during trading hours.

Employment History
Current Registrations
Rubey & Rust Capital Management, LLC
January 2025 - Present · 1 yr 4 mos
State Registrations2 states
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Advisor

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Exams
No exam information available for this advisor.
Elizabeth Eldridge - Financial Advisor | TrueAdvisor