Bryan Weisgal is a registered investment advisor at Ruth, based in New York, NY. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ruth Investment Advisers LLC charges a flat monthly advisory fee of $2.00 per account, billed in advance. This fee covers the investment advisory services but does not include:
- Interest expenses on optional nonrecourse leverage (charged at a fixed annual rate of 6% by an affiliated lender)
- Underlying fund expenses charged by the exchange-traded fund
- Brokerage, custodial, or trading fees charged by the custodian, Alpaca Securities LLC
Location
New York, NY
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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
Ruth
State Registrations1 state
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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