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Benjamin Scott Ruiter

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
12,626 clients
Average Client Portfolio
$117K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
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Location

2655 1st Street, Suite 250, Simi Valley, CA, 93065

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Benjamin assists in the creation of trusts for clients through Encorestate Plans.

Employment History
Current Registrations
Hbw Advisory Services LLC
November 2022 - Present · 3 yrs 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.