Rugh Financial offers goal-oriented investment advice and financial planning services tailored to each client's individual needs. Nick Rugh, the principal advisor, has been providing these services since 2006. Rugh Financial acts as a fiduciary, prioritizing client interests and avoiding commissions or third-party compensation for referrals.
Assets Under Management$16M
Clients23
Advisors1
Avg. per Client$700K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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