ER
ER

Ethan Rush

10 Years of Experience
St. Louis, MO

Ethan Rush is a registered investment advisor at Sigma Advisors, LLC, based in St. Louis, MO, with 10 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 12 clients with $65M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$5.4M average
Assets Under Management
$65.0M

Fee Structure

Planning is included in investment management

Sigma Advisors charges a flat annual fee for its services, which is negotiated with each client. The fee depends on how complex your situation is and the amount of work Sigma is expected to do. Sigma does not charge a fee based on the value of your portfolio.

Loading...

Location

St. Louis, MO

Get directions

History

Regulatory History
Clean regulatory record

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 →
Other Business Activities

Ethan provides legal counsel as Ethan M. Rush, Attorney at Law, primarily in estate planning since 1988. This takes about a quarter of Ethan's time.

Employment History
Current Registrations
Sigma Advisors, LLC
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Rush Penn, LLC.
June 2015 - December 2018 · 3 yrs 6 mos
Ssn Advisory, INC.
July 2010 - February 2011 · 7 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.
Ethan Rush - Financial Advisor | TrueAdvisor