John Rudio is a registered investment advisor at Echelons Capital, LLC, based in Park City, UT, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 34 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Echelons Capital charges an annual fee for managing your investments, ranging from 0.35% to 1.25% of the value of your portfolio. The exact percentage depends on the amount you invest, the type of services you need, and the level of administration you require. The fee is calculated monthly based on the average daily balance of your account. Fees for alternative investments are billed separately on a quarterly basis. The advisory fee is negotiable.
Location
2078 Prospector Avenue, Suite 4, Park City, UT, 84060
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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 →Other Business Activities
John is the co-founder/co-owner of Complyx Inc. (hardware & software), co-founder of KTH Technologies Corporation (nicotine de-addiction), and founder of iUniform (mobile apps for soldiers). These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Echelons Capital, LLC
Previous Registrations
Phase Line Capital, LLC
Purshe Kaplan Sterling InvestmentsBroker
Goldman Sachs & CO. LLCBroker
State Registrations2 states
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