Ruedi Wealth Management, Inc.

Financial Advisor in Champaign County, IL

Firm Info
Address: 2502 Galen Dr #102, Champaign, IL 61821, USA
Phone: (217) 356-1400

Firm Size
Assets Under Management: $330.4 million
# of Advisors: 5
# of Clients: 984
Client to Advisor Ratio: 197:1
Average Account Size: $335,726
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Ruedi Wealth Management, Inc. Overview

Ruedi Wealth Management, Inc. is a registered investment advisory firm that has been providing investment advice to its clients since 2014. The firm operates out of its headquarters in Champaign, IL, and has established itself over the years as a trusted name in the financial advisory space. Ruedi Wealth Management, Inc. is a fee-based advisory firm, which means that it charges its clients a fee based on the assets it manages on their behalf. The fee arrangement is transparent and upfront, and clients can rest assured that their interests are always at the forefront of the firm's decisions. The firm specializes in providing investment advice, and its range of services includes financial planning and portfolio management for individuals and small businesses. Its team of experienced financial advisors work closely with clients to understand their goals and develop personalized investment strategies that are tailored to their specific needs. At Ruedi Wealth Management, Inc., the focus is on building long-term relationships with clients and offering them the highest level of service and expertise. The firm's commitment to excellence, combined with its fee-based model, makes it a top choice for individuals and small businesses looking for reliable and trustworthy investment advice.

Ruedi Wealth Management, Inc. caters to a diverse array of client types, including individuals, high net worth individuals, pension or profit sharing plans, and various other corporation types not listed. Ruedi Wealth Management's team of experts provides customized financial planning and investment management services that take into account each unique client's priorities, goals, and risk tolerance. Whether one is an individual just looking to start investing for the future or a high net worth individual with complex financial needs, Ruedi Wealth Management is ready and equipped to provide personalized solutions. Ruedi Wealth Management, Inc. offers multiple fee structures to best suit its clients' financial situations, personal preferences, and the specific service provided. The company offers percentage of AUM (Assets Under Management) fees, which charge a percentage of the client's investment portfolio's total value. Alternatively, Ruedi Wealth Management offers hourly fees that are charged based on the time spent advising clients. These fees are usually used for one-off consultations or simple planning advice. Lastly, the company also offers fixed fees, charged for specific services rendered. Clients can opt for the fee structure most appropriate for them, and the flexible options ensure that the client receives exceptional service appropriate to their financial and investment capacities.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Ruedi Wealth Management, Inc. does have an investment minimum of $500,000 for their traditional in-person investment advisory clients. However, there is no asset minimum for RWM Co-Pilot clients. It is important to note that RWM may waive the required minimum asset level in its sole discretion.

How This Office Can Help Champaign County, IL Residents

Ruedi Wealth Management, Inc. helps clients in Champaign County, IL by providing tailored financial planning and investment management services. With expertise in a variety of financial areas, including retirement planning, tax planning, and estate planning, the firm is well-equipped to assist clients facing a range of financial situations. For those living in Champaign County, IL, there are several financial challenges they may be facing. This could include saving for retirement while balancing student loan debt, navigating changes in income due to a job loss or divorce, or managing a complex investment portfolio. Ruedi Wealth Management, Inc. works closely with clients to develop a customized financial plan that takes into account their unique goals, risk tolerance, and financial situation, helping them navigate the challenges they face and achieve their financial dreams.

To view the Minimum Investment and Fee Schedule for Ruedi Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Ruedi Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ruedi Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2502 Galen Dr #102, Champaign, IL 61821, USA
Phone (217) 356-1400
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Ruedi Wealth Management, Inc. is registered to service clients in the following states:

  • Florida
  • Illinois
  • Indiana
  • South Carolina
  • Texas

Disciplinary History

Ruedi Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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