Ruggaard & Associates
Assets Under Management
$346.9M
Number of Clients
302
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$57.8M
Compensation
Fee-Only (AUM)
About This Firm
Ruggaard & Associates, LLC provides investment supervisory services, including individual portfolio management and retirement account management. They also offer financial planning services, covering personal, tax, investment, insurance, retirement, death & disability, and estate planning. The firm manages accounts on both a discretionary and non-discretionary basis.
Fee Structure
Fees for individual portfolio management range from 0.80% to 1.00% annually, depending on several factors. Retirement account management fees are 0.40% annually. Financial planning fees are based on an hourly rate of $100.00 to $200.00 per hour, depending on personnel experience. Tax preparation and planning fees are also billed hourly at $100.00 to $200.00 per hour. A minimum account value of $100,000 is required, but clients may alternatively elect to pay a minimum annual fee of $800.
Areas of Practice
Location
110 W Streetsboro St., Suite 1A, Hudson, OH, 44236