Ruedi Wealth Management (RWM) offers investment advisory services, managing client accounts on a discretionary basis. RWM determines asset allocation, evaluates current investment holdings, and makes recommendations to align investments with the client's target asset allocation. RWM also offers financial planning services, which may include advice related to retirement funding, investments, insurance, estate planning, education funding, and tax planning. Financial planning is offered at no additional cost to investment advisory clients. RWM uses a buy-and-hold investment approach, utilizing passively managed mutual funds and exchange-traded funds (ETFs).
Assets Under Management$430M
Clients467
Advisors5
Avg. per Client$930K
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are computed on a blended rate basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...