Charles Ruff is a CFA-designated registered investment advisor at Layline Advisors, based in Rochester, NY, with 6 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 121 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Location
19 Prince St., 3rd Floor, Rochester, NY, 14607
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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 Activities
Charles is an adjunct professor at St John Fisher University, teaching a class on investments during the spring semester. This takes a few hours per week.
Employment History
Current Registrations
Layline Advisors
Previous Registrations
Captrust
Cobblestone Capital Advisors, LLC
Novem Group
State Registrations1 state
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