Ruben Garcia is a registered investment advisor at Storehouse Financial LLC, based in Fort Worth, TX. Ruben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 3,029 clients with $210M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Storehouse may enter into arrangements where performance-based fees are assessed for advisory services. The performance fee shall not exceed 50% of investment returns over a hurdle rate of 8%, billed quarterly in arrears.
Fee Estimator
Location
3200 Riverfront Dr., Suite 204, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Storehouse Financial LLC
State Registrations1 state
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