Rudy Thomas
Rudy Thomas is a registered investment advisor at Fairway Asset Management, LLC, based in Omaha, NE, with 23 years of industry experience. Rudy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 82 clients with $110M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule is for Balanced and all Equity Portfolios. All Fixed Income Portfolio: Up to $1,000,000: 0.60%, Next $4,000,000: 0.50%, In excess of $5,000,000: 0.40%
Fee Estimator
Location
17445 Arbor Street, Suite 200, Omaha, NE, 68130-4645
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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 →Other Business ActivitiesSells Insurance
Rudy is a finance committee member at Point Loma University, dedicating minimal time to evaluating the endowment. He is also President and Limited Partner of Fairway Asset Management Holdings, LLC, which owns Fairway Asset Management, LLC and Fairway Insurance Services, LLC, spending about a quarter of his time in this role.
Employment History
Current Registrations
Fairway Asset Management, LLC
Previous Registrations
America First Investment Advisors LLC
State Registrations11 states
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