Catina Ruiz
Catina Ruiz is a CFP-designated registered investment advisor at First Command Advisory Services, based in Fayetteville, NC, with 22 years of industry experience. Catina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B 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 $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.
Fee Estimator
Location
2153 Valleygate Drive, Suite 201, Fayetteville, NC, 28304
Get directionsHistory
Regulatory History (1)
Criminal
August 1992Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
Previous Registrations
First Command Financial Planning, INC.
First Command Bank
State Registrations7 states
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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