Michael Rudolph
Michael Rudolph is a registered investment advisor at Eagle Strategies LLC, based in Oxford, OH, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
5995 Fairfield Road, Suite 1, Oxford, OH, 45056
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2024Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Michael is involved in several outside business activities, including serving as president of the Kiwanis Club of Oxford, Ohio, and as a board member for the Ohio District Kiwanis Foundation and NAIFA. He also brokers non-registered insurance products and has a share in an Oklahoma oil well.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
G. R. Phelps & CO., INC.Broker
Nylife Securities INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.