Ruzanna Queenan is a CFA-designated registered investment advisor at Queenvest, based in Beverly, MA, with 7 years of industry experience. Ruzanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners. Their firm serves 32 clients with $9.4M 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 $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for accounts above $3,000,000.
Fee Estimator
Location
Beverly, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Queenvest
State Registrations4 states
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