PR
PR
Paul Ruedi
29 Years of Experience
Champaign, IL
1 Disclosure
Paul Ruedi is a registered investment advisor at Ruedi Wealth Management, INC., based in Champaign, IL, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 467 clients with $430M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
467 clients
Average Client Portfolio
$925K average
Assets Under Management
$432.0M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are computed on a blended rate basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2502 Galen Drive, Suite 102, Champaign, IL, 61821
Get directionsHistory
Regulatory History (1)
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Regulatory
January 1990Final
Employment History
Current Registrations
Ruedi Wealth Management, INC.
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Ruedi Holder & Associates, INC.
August 2009 - December 2014 · 5 yrs 4 mos
Collegiate Capital Group, INC.Broker
December 1986 - April 1998 · 11 yrs 4 mos
Nel Equity Services CorporationBroker
May 1985 - September 1986 · 1 yr 4 mos
Ids Marketing CorporationBroker
September 1984 - April 1985 · 7 mos
State Registrations1 state
IL
Advisor
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.
Exams
No exam information available for this advisor.