Rudney Associates offers investment advisory services where they manage your investments for a fee based on the value of your portfolio. They work with individuals, high net worth individuals, pension and profit-sharing plans, trusts and estates, business entities, and charitable organizations. Rudney Associates does not provide financial planning, estate planning, or accounting services.
Fee Structure
Rudney Associates manages investments for a fee based on a percentage of the value of your portfolio. The fee is negotiable and ranges from 0.50% to 2.20% per year. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and how many meetings you need. Smaller accounts or more complex situations may have higher fees.