Charles Lief is a registered investment advisor at Rudwall Wealth Management LLC, based in Libertyville, IL, with 28 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rudwall Wealth Management charges a maximum of 2% of your portfolio per year. This fee covers investment advice, brokerage commissions, custodial services, and administrative services. The fee is paid quarterly, in advance, based on the market value of your assets at the end of the previous quarter.
Location
Libertyville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rudwall Wealth Management LLC
Previous Registrations
Insight Securities, INC.Broker
Ridge Clearing & Outsourcing Solutions, INC.Broker
Banc of America Securities LLCBroker
Bear, Stearns & CO. INC.Broker
Bear, Stearns Securities CORP.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations1 state
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.