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, providing clients with a detailed financial plan designed to help them achieve their financial goals and objectives. Tax preparation and planning services are also available.

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$800
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
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Location

110 W Streetsboro St., Suite 1A, Hudson, OH, 44236

6 Advisors at this firm

Ruggaard & Associates | TrueAdvisor