Michael Rudolph is a CFA-designated registered investment advisor at Springdale Advisors, based in Gladwyne, PA, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $14M 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 | 0.75% |
Qualified clients may choose a performance-based fee: 0.75% of assets plus 20% of the amount by which the account's return exceeds the S&P 500 index. Fees may be negotiable.
Fee Estimator
Location
Gladwyne, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Springdale Advisors
State Registrations1 state
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