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Horace Ruckel

8 Years of Experience
Denver, CO

Horace Ruckel is a registered investment advisor at H. Anthony Ruckel, based in Denver, CO, with 8 years of industry experience. Horace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$29.0M

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $700K0.90%
$700K+0.80%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6000 E. Evans Ave., Suite 2-225, Denver, CO, 80222-5439

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Horace practices law as H. Anthony Ruckel, Attorney at Law, dedicating about 10-20% of his time to this activity. He anticipates that some legal clients may become investment advisory clients, and he will maintain separation between the two roles.

Employment History
Current Registrations
H. Anthony Ruckel
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
H. Anthony Ruckel
December 2017 - December 2023 · 6 yrs
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Horace Ruckel - Financial Advisor | TrueAdvisor