Dionelle Rucker
Dionelle Rucker is a registered investment advisor at San Antonio Wealth, LLC, based in San Antonio, TX, with 9 years of industry experience. Dionelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $520K 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Fees are negotiable. Client and client’s immediate family accounts may be aggregated for fee breakpoint purposes. At the Firm’s discretion, advisory services may be provided without charge to employees and their family members.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2022Other Business Activities
Dionelle is the Owner & President of Rucker Financial Group, LLC, which provides business office services to local small businesses. Dionelle spends about three-quarters of his time at this business, but plans to devote about 10% of a business day to it.
Employment History
Current Registrations
San Antonio Wealth, LLC
Previous Registrations
Torres Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.