Joseph Rudnicki
Joseph Rudnicki is a registered investment advisor at Fourth Dimension Wealth, LLC, based in Middleburg Heights, OH, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 631 clients with $360M 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 | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable and charged quarterly in advance.
Fee Estimator
Location
16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130
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
Joseph is a cheerleading coach at Once Upon a Dream, a dance and cheer facility, since 2016. He dedicates minimal time to this activity.
Employment History
Current Registrations
Fourth Dimension Wealth, LLC
Previous Registrations
Strategic Wealth Partners, LTD.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Strategic Wealth Partners, LTD.
State Registrations1 state
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
More Advisors
- Andrew Ulrich, CFPFourth Dimension Wealth, LLC
- Thomas Cirincione, CFAFourth Dimension Wealth, LLC
- John DamianoFourth Dimension Wealth, LLC
- Daniel Yergan, CFPFidato Wealth LLC
- Mark Skvoretz, PFSWs Wealth Management, LLC
- John Doran, CFPIp Financial Advisory Services LLC