Michelle Ruddy is a CFP-designated registered investment advisor at Vwr Financial Advisory Services, based in Alpha, OH, with 27 years of industry experience. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 175 clients with $20M 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 | 2.00% |
Fee is negotiable.
Fee Estimator
Location
Alpha, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is the COO of Sapphire Income Solutions, LLC dba VWR Financial Advisory Services, a fee-based registered investment advisory firm in Ohio. This role takes nearly full-time hours.
Employment History
Current Registrations
Vwr Financial Advisory Services
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Vwr Financial Advisory Services
Securities Service Network, LLCBroker
State Registrations8 states
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