Ruth Maresca
Ruth Maresca is a registered investment advisor at Godfrey Financial Associates, INC., based in Glenmont, NY, with 22 years of industry experience. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 395 clients with $180M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may vary depending on the level and scope of services, anticipated future assets, account composition, and complexity. General financial planning is included.
Fee Estimator
Location
797 Route 9W, Glenmont, NY, 12077-3801
Get directionsHistory
Regulatory History (1)
Criminal
September 1987Other Business Activities
Ruth is an alternate trustee for Demberg Farm LLC since 2016 and a notary public since 1993. These activities are not investment-related.
Employment History
Current Registrations
Godfrey Financial Associates, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Key Investment Services LLCBroker
Key Investment Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Key Investment Services LLCBroker
MML Investors Services, INC.Broker
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
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.