Donald Rudy is a registered investment advisor at Lakeline Financial, based in Cedar Park, TX, with 2 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lakeline Financial charges an annual flat fee ranging from $1,000 to $25,000 for financial planning and investment management services, based on the complexity of your financial profile and the resources required. Fees are prorated and paid in arrears on a quarterly basis. There is a minimum investment requirement of $50,000 in assets under management.
Location
Cedar Park, TX
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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 →Employment History
Current Registrations
Lakeline Financial
Previous Registrations
Momentum Private Wealth Management
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
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