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Ruth Ladas

Blackridge Asset Management, LLC
8 Years of Experience
Fort Myers, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Ruth Ladas is a registered investment advisor at Blackridge Asset Management, LLC, based in Fort Myers, FL, with 8 years of industry experience. Ruth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.

Blackridge Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4135 Dr Martin Luther King Jr Drive, Fort Myers, FL, 33916

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2019
Final
Judgment / Lien
October 2011
Regulatory
June 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ruth is a real estate broker, insurance agent selling personal, commercial, life insurance and annuities, tax preparer, and mortgage broker. She also owns rental properties, works as a notary, is an IAR with Blackridge Asset Management, and sells Amway products, spending about 10-20% of her time on the Amway and mortgage broker activities, and about a quarter of her time on insurance sales.

Employment History
Current Registrations
Blackridge Asset Management, LLC
May 2020 - Present · 6 yrs 5 mos
Peak Brokerage Services, LLC
April 2020 - Present · 6 yrs 6 mos
Peak Brokerage Services, LLCBroker
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
March 2018 - January 2020 · 1 yr 10 mos
Mutual of Omaha Investor Services, INC.
February 2018 - January 2020 · 1 yr 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.
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