Ruedi Wealth Management manages investment portfolios and provides financial planning for individuals, high-net-worth clients, trusts, and estates. The firm focuses on a buy-and-hold investment strategy using passively managed mutual funds and exchange-traded funds, aiming to keep costs and taxes low while maintaining diversified portfolios tailored to client goals. Ruedi Wealth Management typically works with clients who have at least $1 million in investable assets and offers in-person meetings with an advisor, along with digital account monitoring for certain retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are calculated on a blended rate basis and paid quarterly in arrears. Clients who hired Ruedi Wealth Management prior to the current fee schedule may be billed under older rates, and the firm may waive fees in certain circumstances.