James Ruff is a CFP-designated registered investment advisor at Hb Wealth, based in Atlanta, GA, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 5,459 clients with $30B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
169 advisors
Number of Clients
5,459 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$30.2B
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Firm generally imposes a minimum annual fee of $12,500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3550 Lenox Rd Ne, Suite 2700, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2021Settled
Employment History
Current Registrations
Hb Wealth
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Homrich Berg
July 2009 - November 2021 · 12 yrs 4 mos
State Registrations1 state
GA
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.
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