Randall Ruggaard is a ChFC-designated registered investment advisor at Ruggaard & Associates, based in Rio Verde, AZ, with 24 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 314 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Individual portfolio management annual fees range from 0.80% to 1.00% of assets under management. Retirement account management is charged at 0.40%. Fees are negotiable.
Fee Estimator
Location
Rio Verde, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ruggaard & Associates
State Registrations3 states
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