Joseph Ruiz
Joseph Ruiz is a registered investment advisor at Empower Advisory Group, LLC, based in Brooklyn, NY, with 3 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B 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 $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
Brooklyn, NY
Get directionsHistory
Regulatory History (1)
Criminal
May 1997Other Business Activities
Joseph's wife and her family members are partners in Regency Manor Associates LLC, a real estate investment. Although Joseph is not involved, he discloses this due to filing taxes jointly with his wife.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
State Registrations45 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.