Valerie Ruth is a registered investment advisor at Marquette Wealth Management, based in Minneapolis, MN, with 9 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 244 clients with $820M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. A 10% discount is offered on portfolios for charitable and non-profit entities.
Fee Estimator
Location
150 South Fifth Street, Suite 2800, Minneapolis, MN, 55402
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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
Marquette Wealth Management
Previous Registrations
Carlson Capital Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
State Registrations9 states
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