Michelle Ruch is a registered investment advisor at Crossmark Global Investments, INC., based in Houston, TX, with 21 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 7,902 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by account type and program, ranging from 0.20% to 1.00% for standard individual accounts and 0.075% to 0.20% for institutional accounts over $1M. Employee accounts may be charged as low as 0.05%.
Fee Estimator
Location
9753 Katy Freeway, Suite 200, Houston, TX, 77024
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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 →Employment History
Current Registrations
Crossmark Global Investments, INC.
Previous Registrations
Salient Private Client, LLC
Salient Capital Advisors, LLC
Salient Advisors, L.P.
Endowment Advisers, L.P.
Integrity Capital, LLC
Pool Capital Partners
Quint Capital, LP
Cobalt Investments, LP
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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