Ruth Barrios
Ruth Barrios is a registered investment advisor at Woodstock Wealth Management, INC., based in Woodstock, GA, with 18 years of industry experience. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
250 River Park North Drive, Woodstock, GA, 30188
Get directionsHistory
Regulatory History (4)
Judgment / Lien
August 2016Employment Separation After Allegations
November 2015Customer Dispute
May 2014Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Ruth sells non-securities insurance, property and casualty (P&C), and health insurance through Veritas Financial Group, dedicating approximately 60 hours a month. She also manages rental properties online through Veritas Investment Management, LLC, and works as a realtor, dedicating minimal time to each.
Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
Pruco Securities CorporationBroker
State Registrations2 states
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.