Eric Rudney is a registered investment advisor at Rudney Associates, based in Alamo, CA, with 33 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 481 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rudney Associates manages investments for a fee based on a percentage of the value of your portfolio. The fee is negotiable and ranges from 0.50% to 2.20% per year. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and how many meetings you need. Smaller accounts or more complex situations may have higher fees.
Location
1499 Danville Blvd, Suite 250, Alamo, CA, 94507
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Regulatory History (4)
Regulatory
November 2025Customer Dispute
March 2003Regulatory
December 2002Customer Dispute
August 2002Employment History
Current Registrations
Rudney Associates
Previous Registrations
Linsco/private Ledger CORP.Broker
Wzw Financial Services, INC.Broker
State Registrations2 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.