Alexander Ruda is a registered investment advisor at Ruda Financial, based in Silver Spring, MD. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.75% |
For clients with less than $1,000,000 in managed assets, investment management is included in the ongoing financial planning fee. If a client is engaging Ruda Financial for stand-alone investment management services, and has less than $1,000,000 in assets under management, the annual advisory fee is negotiable and will not exceed 2% of the client’s assets under management. Fees are negotiable.
Fee Estimator
Location
Silver Spring, MD
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 →Employment History
Current Registrations
Ruda Financial
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.