Advisor at Ruedi Wealth Management, Inc.
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Firm
Ruedi Wealth Management, Inc.
Location
Champaign, IL 61821
Credentials
CFP®, Series 65
Industry experience
11 years
David Ruedi is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Ruedi Wealth Management, Inc. since 2014, where he serves as part of a five-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and corporations. Ruedi Wealth Management, Inc. manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs. The firm is noted for its use of the Pontera platform to manage held-away plan participant accounts while avoiding custody and offers financial planning at no additional cost in most cases.
$0 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.50% $5,000,000+: 0.25%
$250/hour
Account minimum: $1,000,000
2502 Galen Drive, Suite 102
Champaign, IL 61821
Illinois
Ruedi Wealth Management, Inc.
2014 - Present (12 years)
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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