Patrick Rudy is a CFA, CFP-designated registered investment advisor at Jpl Wealth Management, LLC, based in Greenwood Village, CO, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Insurance Planning, Retirement Planning. Their firm serves 261 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Location
5300 Dtc Pkwy, Suite 100, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jpl Wealth Management, LLC
Previous Registrations
United Capital Financial Advisors
Cascade Investment Group, INC.
The Corundum Group, INC.
State Registrations2 states
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