Rudwall Wealth Management provides investment advice and portfolio management to individuals, investment companies, trusts, estates, corporations, and charities. They allocate assets among cash, stocks, mutual funds, and bonds, and offer discretionary management services. Clients can place restrictions on investments in writing. Rudwall Wealth Management offers both wrap and non-wrap fee programs.
Assets Under Management$22M
Clients9
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$7.2M
Fee Structure
Investment management only (planning not offered)
Rudwall Wealth Management charges a maximum of 2% of your portfolio per year. This fee covers investment advice, brokerage commissions, custodial services, and administrative services. The fee is paid quarterly, in advance, based on the market value of your assets at the end of the previous quarter.
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