Zully Ruiz is a registered investment advisor at Blacklines Financial, based in Los Angeles, CA, with 1 years of industry experience. Zully 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, High Net Worth, and 3 more. Their firm serves 206 clients with $34M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual advisory fee is negotiable. BlackLines may charge a sub-advisor fee that is included in the overall annual advisory fee, however it may be on a monthly or annual basis instead of quarterly.
Fee Estimator
Location
515 S Flower St, 18th Floor, Los Angeles, CA, 90071
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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 →Employment History
Current Registrations
Blacklines Financial
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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