Joshua Rudd is a registered investment advisor at Styre Wealth, based in Fort Worth, TX, with 23 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 188 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Styre Wealth's annual management fees for individual equity strategies range from 0.45% to 1.65%, fixed-income from 0.25% to 0.65%, mutual funds from 0.85% to 1.35%, and 0.10% for money market strategies. Lower fees may be available based on client tenure or special circumstances.
Location
1517 8th Ave, Fort Worth, TX, 76104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Styre Wealth
Previous Registrations
Wfg Advisors, LP
Wfg Investments, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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