Isaias Ruiz
Isaias Ruiz is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Bakersfield, CA, with 4 years of industry experience. Isaias is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
1400 Easton Dr, Ste 127, Bakersfield, CA, 93309
Get directionsHistory
Regulatory History (1)
Criminal
July 2007Other Business ActivitiesSells Insurance
Isaias owns and works as an agent at Isaias Ruiz's Insurance Agency, representing State Farm and its affiliates since 2019. He services customers and supervises employees, dedicating about half of his time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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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