Advisor at Ruedi Wealth Management, Inc.
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Firm
Ruedi Wealth Management, Inc.
Location
Champaign, IL 61821
Credentials
Series 63, Series 65
Industry experience
29 years
Paul Ruedi is a financial advisor at Ruedi Wealth Management, Inc. in Champaign, Illinois, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ruedi Wealth Management since 2014. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and constructs diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs, while employing tax-sensitive strategies and utilizing the Pontera platform for held-away accounts.
$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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Other specialized services
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