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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $700K | 0.90% |
| $700K+ | 0.80% |