Ruff Choices offers investment advisory services where they manage your investments for a fee. They may also provide investment consulting services for a separate fee, where they give advice but don't manage the investments directly. Ruff Choices can recommend other professionals like accountants or attorneys, but you're not obligated to use them. They primarily use long-term and short-term purchase strategies, but may also use short sales, margin, and options. Ruff Choices does not recommend cryptocurrency.
Assets Under Management$24M
Clients27
Advisors1
Avg. per Client$900K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
The Registrant, in its sole discretion, may charge a lesser investment management fee and/or reduce or waive its annual minimum fee requirement based upon various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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