Ruedi Wealth Management is a fee-only Registered Investment Advisor registered with the Securities Exchange Commission (SEC). That means we don’t have products to sell, and do not get paid on commissions.
Our annual compensation is based on the size of your portfolio. Our fees are simple, straightforward and completely transparent. Everything is included, so we don’t add on charges for every action we take or meeting we attend. Retirement funding is complex enough, so we want calculating financial advisor fees to be easy.
|Assets Under Management||Annual Fee|
|Assets valued up to $999,999||1%|
|Assets between $1,000,000 and $2,999,999||.75%|
|Assets between $3,000,000 and $4,999,999||.5%|
|Assets above $5,000,000||.25%|
*Ruedi Wealth Management provides services to clients who will have a minimum of $500,000 of assets for investment advisory or financial planning services by the time they reach retirement. Ruedi Wealth Management in its sole discretion may waive the required minimum asset level.