Louis Ruize is a registered investment advisor at Valicenti Advisory Services INC, based in Elmira, NY, with 4 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 1,023 clients with $700M 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 $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
VASI may charge a lesser annual investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria.
Fee Estimator
Location
400 East Water Street, Elmira, NY, 14901-3411
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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
Valicenti Advisory Services INC
State Registrations1 state
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