Joseph Rudnicki is a registered investment advisor at Fourth Dimension Wealth, LLC, based in Middleburg Heights, OH, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 591 clients with $280M in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Fee Structure
FDW provides ongoing investment management services based on your individual needs. Your portfolio may include stocks, bonds, ETFs, mutual funds, and cash. Accounts can be managed with or without FDW getting your approval before each trade. The maximum annual advisory fee is 2.5% of the managed account value. You will also pay transaction charges to the broker/dealer, not to FDW.
Location
16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130
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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 →Other Business Activities
Joseph is a cheerleading coach at Once Upon a Dream, a dance and cheer facility, since 2016. He dedicates minimal time to this activity.
Employment History
Current Registrations
Fourth Dimension Wealth, LLC
Previous Registrations
Strategic Wealth Partners, LTD.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Strategic Wealth Partners, LTD.
State Registrations1 state
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.