Rutherford Asset Planning, Inc.
Tampa, Florida
Rutherford Asset Planning, Inc., a small investment advisory firm based in Tampa, FL, specializes in providing comprehensive wealth management services to high net worth individuals. With over 40 individual clients and more than $159,215,000 in assets under management, Rutherford Asset Planning, Inc. is committed to helping their clients achieve their financial goals. Although 401K and individual accounts make up less than 30% of their assets under management, Rutherford Asset Planning, Inc. possesses the expertise to effectively manage employer funds as well. Their investment approach is entirely discretionary, enabling them to ...
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Assets Under Mgmt

$159.21M

Investment Professionals

1

Locations

0

% 401K & Individual

7%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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