Rude Wealth Advisory (RWA) manages investment portfolios and offers financial planning services, including ongoing planning and project-based planning. RWA also offers tax preparation and accounting services. Financial planning covers areas like retirement, risk management, college savings, and estate planning. RWA also provides retirement plan consulting services to employer plan sponsors and a workplace financial wellness benefit for employees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | Included |
For clients engaged in both Investment Management and Ongoing Financial Planning, both services are provided as part of the Ongoing Financial Planning Fee of $275 per month. When Assets Under Management exceed $330,000 the ongoing monthly fee will terminate and the client will be billed in accordance with the table above and no further financial planning fees will be incurred. The annual fees are negotiable.