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Kimberly Ruscigno

8 Years of Experience
New York, NY

Kimberly Ruscigno is a registered investment advisor at Financial Decisions, LLC, based in New York, NY, with 8 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 152 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$327.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Investment advisory fee is negotiable at Financial Decisions' discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

780 Third Avenue, 18th Floor, New York, NY, 10017

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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.

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Employment History
Current Registrations
Financial Decisions, LLC
February 2018 - Present · 8 yrs 3 mos
State Registrations3 states
CTNYTX
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.