Rula Huber is a registered investment advisor at Bledsoe Asset Management, LLC, based in Phoenix, AZ, with 17 years of industry experience. Rula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 341 clients with $190M 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 | 1.20% |
| $500K+ | 0.50% |
Generally, the minimum investment required in the BAM Asset Management Program is $50,000 and our minimum annual fee is per household is $600. Please note: you will pay a higher percentage annual fee than the 1.20% referenced above if your household account balance is less than $50,000.
Fee Estimator
Location
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ, 85014
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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 →Employment History
Current Registrations
Bledsoe Asset Management, LLC
State Registrations2 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.