Ryan Ruggaard is a registered investment advisor at Ruggaard & Associates, based in Hudson, OH, with 7 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 302 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ruggaard & Associates charges an annual fee for managing your investments, based on a percentage of the assets they manage. This fee typically ranges from 0.80% to 1.00%, depending on various factors. Fees are paid quarterly in advance. Retirement account management fees are 0.40% annually, paid quarterly in advance. Corporate sponsored retirement advisory fees range from 0.50% to 1.00%, payable quarterly in advance. Pre-existing clients may have different fee schedules.
Location
110 W Streetsboro St., Suite 1A, Hudson, OH, 44236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ruggaard & Associates
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
State Registrations3 states
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