H. Anthony Ruckel

Fee-Only (% of Portfolio)Fixed/Hourly

H. Anthony Ruckel, Investment Advisor is a solo-operated firm providing portfolio management services. In limited cases, he offers investment advice and reviews on an hourly basis. He manages individual investment portfolios for various client circumstances, including retirement accounts. He requires discretionary authority to manage investments. Portfolios are tailored to individual client needs and may accommodate environmental sensitivities. He invests in publicly traded securities like common or preferred shares, mutual funds, and exchange-traded funds. Bond investments are made through mutual funds. He does not invest in alternative or derivative assets, except for publicly traded real estate investment trusts and, in limited circumstances, covered call options through publicly listed and traded mutual funds.

Assets Under Management$29M
Clients17
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$29M

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $700K0.90%
$700K+0.80%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm