Financial Strategies, operated by Fred L. Rudd since 1987, provides investment advice tailored to individual client needs based on their risk tolerance and investment goals. The firm primarily advises on mutual funds, but also offers advice on individual stocks and bonds, corporate and government debt, municipal securities, certificates of deposit, and limited real estate.
Assets Under Management$8M
Clients19
Advisors1
Avg. per Client$420K
Avg. per Advisor$8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Fees in excess of $15,000 per year are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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