Alexander Ruby
Alexander Ruby is a ChFC-designated registered investment advisor at Asset Planning Corporation, based in W. Palm Beach, FL, with 9 years of industry experience. Alexander 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 136 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Planning Corporation offers investment management through two programs:
- Cambridge Managed Account Platform (Wrap Fee Program): Fees are based on the value of your portfolio. The fee covers investment management, transaction costs, and administrative costs. The fees may be negotiable.
- Portfolio Management Services (Variable Annuity Sub-Accounts): The annual fee begins at 0.50% of the value of your account, billed quarterly in advance. This fee is negotiable.
Location
1615 Forum Place, Suite 1A, W. Palm Beach, FL, 33401
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
Alexander is an advisory representative and Vice President at Asset Planning Corp, dedicating nearly full-time hours to investment management and trading. He is also an independent insurance agent for various companies, spending a few hours per week on this activity.
Employment History
Current Registrations
Asset Planning Corporation
Cambridge Investment Research, INC.Broker
State Registrations15 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.