Roger Chudde
Roger Chudde is a registered investment advisor at Rightwealth Advisors, LLC, based in Dayton, OH, with 39 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 249 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
10050 Innovation Drive, Suite 130, Dayton, OH, 45342
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Roger is the President and Owner of Chudde Wealth Management, LLC and a managing partner at Rightwealth Holdings, LLC, a real estate holding company. He also works as an insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Rightwealth Advisors, LLC
Previous Registrations
Cantella & CO., INC.Broker
Invest Capital Partners
Harbor Financial Services, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Cowen & CO.Broker
Shearson Lehman Hutton INC.Broker
Painewebber IncorporatedBroker
E. F. Hutton & Company INCBroker
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.