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Byron Ruby

2 Years of Experience
Oakland, CA

Byron Ruby is a registered investment advisor at Firn Advisors LLC, based in Oakland, CA, with 2 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees are negotiable at Firn Advisor's sole discretion based on client type and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Oakland, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Firn Advisors LLC
June 2023 - Present · 2 yrs 11 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.