James Ruthsatz
James Ruthsatz is a registered investment advisor at James Ruthsatz Pinnacle Advisors LLC, based in Sandusky, OH, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Investment management fees and specific portfolio management fee schedules are set and charged by Pinnacle Advisors, as James Ruthsatz Pinnacle Advisor co-advises clients in partnership with them. Fee schedules vary depending on the specific wealth management program chosen, ranging from structured options for retirees to comprehensive programs for high-net-worth families. Clients should refer to Pinnacle Advisors' regulatory filing for complete fee percentages, tiered schedules, and minimum annual fee details.
Location
411 E. Market St., Sandusky, OH, 44870
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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
James is actively involved full-time as a CPA with James L Ruthsatz, Inc., a non-investment related CPA firm.
Employment History
Current Registrations
James Ruthsatz Pinnacle Advisors LLC
State Registrations1 state
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.
Exams
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