James Ruthsatz
James Ruthsatz is a registered investment advisor at James Ruthsatz Pinnacle Advisors LLC, based in Sandusky, OH, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Pinnacle Advisors, with input from James Ruthsatz Pinnacle Advisor, manages your investments as part of a wealth management program. The fees for investment management are charged by Pinnacle. James Ruthsatz Pinnacle Advisor does not charge any additional fees. Contact Pinnacle directly for information on their investment management fees.
Location
411 E. Market St., Sandusky, OH, 44870
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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.
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James is actively involved full-time as a CPA with James L Ruthsatz, Inc., a non-investment related CPA firm.
Employment History
Current Registrations
James Ruthsatz Pinnacle Advisors LLC
State Registrations1 state
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