Ruth Ladas
Ruth Ladas is a registered investment advisor at Blackridge Asset Management, LLC, based in Fort Myers, FL, with 7 years of industry experience. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
4135 Dr Martin Luther King Jr Drive, Fort Myers, FL, 33916
Get directionsHistory
Regulatory History (3)
Regulatory
May 2019Judgment / Lien
October 2011Regulatory
June 2011Other 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
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
State Registrations1 state
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.