Denny Rudolph
Denny Rudolph is a registered investment advisor at Verus Capital Partners, LLC, based in Spring Hill, TN, with 21 years of industry experience. Denny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B 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 | 2.50% |
| $500K+ | 2.00% |
Fees are negotiable based on account complexity, composition, and expected future asset additions.
Fee Estimator
Location
Spring Hill, TN
Get directionsHistory
Regulatory History (2)
Financial
July 2024Financial
May 2023Other Business ActivitiesSells Insurance
Denny works as an investment adviser representative for Southern Heritage Financial Group and Heritage Wealth Management, LLC, spending well over full-time hours on these activities. He also sells fixed insurance products and works as a consultant in the music industry, dedicating a few hours per week to each.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Heritage Wealth Management, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations10 states
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.
Exams
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