Advisor at Sage, Rutty & Co., Inc.
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Firm
Sage, Rutty & Co., Inc.
Location
Rochester, NY 14623
Credentials
Series 66
Industry experience
8 years
Ryleigh Manser is a financial advisor at Sage, Rutty & Co., Inc. with seven years of industry experience and holds a Series 66 designation. Prior to joining Sage, Rutty, Manser worked at Genesee & Wyoming Railroad and held academic positions at St. John Fisher College and Bowling Green State University. Manser also served as an adjunct professor at Nazareth College during the Fall 2022 semester. Sage, Rutty & Co., Inc. serves a diverse client base of individual and institutional investors, offering portfolio management, financial planning, and qualified retirement plan advisory services. The firm combines salaried financial planners with advisory representatives to deliver customized investment recommendations and manages both discretionary and non-discretionary accounts across multiple platforms.
Based on Sage, Rutty & Co., Inc.
Based on Sage, Rutty & Co., Inc.
Comprehensive Financial Plan fee is a fixed published fee of $3,000.
$0 - $250,000: 3.00% $250,001 - $1,000,000: 2.50% $1,000,001+: 2.00% or negotiable depending on program
Hourly fees range from $250 to $500 per hour for financial planning or consulting services.
Account minimum: $10,000 Minimum fee: Minimum fees vary by program; for example, Wells Fargo COMPASS program has a minimum fee of $250 per calendar quarter. Fee-only: Financial planning fixed fee $3,000; hourly fees $250-$500 per hour.
100 Corporate Woods, Suite 300
Rochester, NY 14623
Florida · New York
Sage, Rutty & Co., Inc.
2022 - Present (4 years)
Sage, Rutty & Co., Inc.
2018 - 2022 (4 years)
Genesee & Wyoming Railroad
2016 - 2017 (1 year)
St. John Fisher College
2016 - 2017 (1 year)
Bowling Green State University
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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