Ruda Financial LLC offers investment management and financial planning services. As a fee-only firm, Ruda Financial is only compensated by clients. Investment management involves ongoing advice based on individual client needs, while financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Financial planning is offered on a project basis or ongoing. Ruda Financial does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.75% |
For clients with less than $1,000,000 in managed assets, investment management is included in the ongoing financial planning fee. If a client is engaging Ruda Financial for stand-alone investment management services, and has less than $1,000,000 in assets under management, the annual advisory fee is negotiable and will not exceed 2% of the client’s assets under management. Fees are negotiable.