Ben Rudisill is a registered investment advisor at Spartan Capital Management, LLC, based in Charlotte, NC, with 7 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For the Spartan Long Only strategy, the annual fee is a 1.00% annual asset-based fee. For accounts in which Spartan manages model or customer separately managed accounts for direct clients, Spartan will typically charge a 1% annual fee for “equity assets” and 0.35% annual fee for “fixed income” assets.
Fee Estimator
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spartan Capital Management, LLC
State Registrations1 state
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