David Rudy is a registered investment advisor at Stout Bowman, based in Mechanicsburg, PA. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 342 clients with $100M 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 $200K | 1.85% |
| $200K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. This is a flat rate/breakpoint fee schedule, the entire portfolio is charged the same asset management fee.
Fee Estimator
Location
555 Gettysburg Pike, Suite C-100, Mechanicsburg, PA, 17055
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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
Stout Bowman
State Registrations1 state
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