Simple, Straightforward and Completely Transparent
Ruedi Wealth Management is a fee-only Registered Investment Advisor registered with the Securities Exchange Commission (SEC). That means we don’t have products to sell and do not get paid on commissions.
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 calculating financial advisor fees to be easy.
Fee Schedule*
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 | .50% |
| Assets above $5,000,000 | .25% |
*Clients with assets above $500,000 will be subject to the fee schedule above. If you have less than $500,000 in investment assets, check out Ruedi Wealth Co-Pilot.