Nicholas Ruch
Nicholas Ruch is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Cincinnati, OH, with 10 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
8044 MONTGOMERY ROAD, Ste. 10, The Towers at Kenwood, Cincinnati, OH, 45236
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
Nicholas is the Chairman of the Finance Committee and a board member for Chair Force 1, a charity providing wheelchair accessible vans to families in need. This activity is not investment-related.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations29 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.
Exams
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