Daniel Ruedi is a CFP-designated registered investment advisor at Ruedi Wealth Management, INC., based in Champaign, IL, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 467 clients with $430M 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 $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are computed on a blended rate basis.
Fee Estimator
Location
2502 Galen Drive, Suite 102, Champaign, IL, 61821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ruedi Wealth Management, INC.
State Registrations1 state
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