Ruggaard & Associates offers investment management services, including continuous advice on client funds based on individual needs. They develop investment policies and manage portfolios on a discretionary or non-discretionary basis. They also provide financial planning services, creating detailed plans to help clients achieve their financial goals. Additionally, they offer tax preparation and tax planning services.
Fee Structure
Ruggaard & Associates charges an annual fee for managing your investments, based on a percentage of the assets they manage. This fee typically ranges from 0.80% to 1.00%, depending on various factors. Fees are paid quarterly in advance. Retirement account management fees are 0.40% annually, paid quarterly in advance. Corporate sponsored retirement advisory fees range from 0.50% to 1.00%, payable quarterly in advance. Pre-existing clients may have different fee schedules.