Rudd and Wisdom, Inc. provides financial advice to clients regarding the investment of their funds based on their individual needs. They develop a personal investment plan and create portfolio recommendations based on that plan. Rudd and Wisdom does not manage client accounts or collect fees from any investment or financial products. They also provide employee financial planning and investment education services to employers.
Rudd and Wisdom, Inc. does not manage client accounts, so there are no investment management fees. They provide investment advice for an hourly fee.