Our Fees

Ruedi Wealth Management is a fee-only Registered Investment Advisor registered with the Securities Exchange Commission (SEC). With that registration, we’re among the 2% of financial professionals nationwide who can serve as your fiduciary. In other words, we don’t have products to sell, so you can be confident that all of our recommendations are made purely in your best interests. Just for the record, we’d put you first even if we did have products to sell—that’s just who we are.

Using this structure, our annual compensation is based on the size of your portfolio. Our fees are simple, straightforward and completely transparent. Everything is included, so we don’t add on charges for every action we take or meeting we attend. Retirement funding is complex enough, so we want this part to be easy.

 

Assets Under Management

Annual Fee*

Assets valued up to $999,999

1%

Assets between $1,000,000 and $2,999,999

.75%

Assets between $3,000,000 and $4,999,999

.5%

Assets above $5,000,000

.25%

 

 

 

 

 

*Although Ruedi Wealth Management does not require a minimum dollar value for any account, we do have a minimum annual fee of $1,500.