Dylan Seessengood is a registered investment advisor at Rude Wealth Advisory, based in Olney, IL. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 162 clients with $54M 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 $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | Included |
For clients engaged in both Investment Management and Ongoing Financial Planning, both services are provided as part of the Ongoing Financial Planning Fee of $275 per month. When Assets Under Management exceed $330,000 the ongoing monthly fee will terminate and the client will be billed in accordance with the table above and no further financial planning fees will be incurred. The annual fees are negotiable.
Fee Estimator
Location
401 S Whittle Avenue, Olney, IL, 62450
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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
Rude Wealth Advisory
State Registrations2 states
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