Chelsea Rude is a CFP-designated registered investment advisor at Rude Wealth Advisory, based in Olney, IL, with 10 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Middle Income, and 3 more. Their firm serves 162 clients with $54M 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 | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | Included |
For clients engaged in both Investment Management and Ongoing Financial Planning, both services are provided as part of the Ongoing Financial Planning Fee of $275 per month. When Assets Under Management exceed $330,000 the ongoing monthly fee will terminate and the client will be billed in accordance with the table above and no further financial planning fees will be incurred. The annual fees are negotiable.
Fee Estimator
Contact
Chelsea Rude
Location
401 S Whittle Avenue, Olney, IL, 62450
Get directionsHistory
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 →Other Business Activities
Chelsea is employed as an Adjunct Instructor at Vincennes University, dedicating minimal time to this activity.
Employment History
Current Registrations
Rude Wealth Advisory
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
First Allied Securities, INC.Broker
State Registrations3 states
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