Ruth Goldstein
Ruth Goldstein is a CFP-designated registered investment advisor at Main Street Financial Group LLC, based in Atlanta, GA, with 17 years of industry experience. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 100 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mainstreet Financial Group charges an annual management fee based on a percentage of your portfolio. The fee ranges from 0% to 1.50%. If a sub-advisor is used, their fee is included in Mainstreet's management fee. The total management fee is disclosed in your investment management agreement. Fees are negotiable, and you may be able to lower your fee by combining assets. The sub-advisor calculates and collects the fee quarterly.
Location
1274 Kittredge Ct, Atlanta, GA, 30329
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2015Other Business ActivitiesSells Insurance
Ruth is the President of Mainstreet Insurance Group and a licensed insurance agent, spending about 10-20% of her time on these activities. She is also a Director at Mainstreet Financial Education, Inc., dedicating minimal time to providing financial literacy workshops and seminars.
Employment History
Current Registrations
Main Street Financial Group LLC
Previous Registrations
Advisory Alpha, LLC
Planners Alliance
Alphastar Capital Management, LLC
Dempsey Lord Smith, LLC
Peak Wealth Group LLC
Maryland Financial Group, INC.
The Strategic Financial Alliance
Multi-Financial Securities Corporation
UBS Financial Services INC.
State Registrations2 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.