CR
CFP
CR
CFP

Christopher Ruedi

13 Years of Experience
Bloomington, IL

Christopher Ruedi is a CFP-designated registered investment advisor at Savant Wealth Management, based in Bloomington, IL, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,145 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
312 advisors
Number of Clients
18,145 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$38.1B

Fee Structure

Minimum Investment:$300K
Planning is included in investment management (also available separately)

Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.

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Christopher Ruedi

Location

2315 E Empire St., Suite 2, Bloomington, IL, 61704

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Savant Wealth Management
November 2019 - Present · 6 yrs 5 mos
Previous Registrations
Valmark Advisers, INC.
March 2014 - December 2019 · 5 yrs 9 mos
Valmark Securities, INC.Broker
October 2012 - December 2019 · 7 yrs 2 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Christopher Ruedi