Mark Ruzicka
Mark Ruzicka is a registered investment advisor at Righteous Financial, LLC, based in Austin, TX, with 11 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $4.5M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Location
900 E 51st St, Ste 111, Austin, TX, 78751-2240
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Mark is a licensed insurance agent since 2011, dedicating about 10-20% of his time to this activity. He offers insurance advice and products to clients, disclosing potential conflicts of interest due to commissions.
Employment History
Current Registrations
Righteous Financial, LLC
Previous Registrations
Centric Advisors, LLC
Mwa Financial Services INC.Broker
State Registrations1 state
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.