Don Rudolph

FLAT FEE CIO is Your Fixed Fee Chief Investment Officer

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FLAT FEE CIO Don Rudolph
Greenville, North Carolina

Serving Clients Nationwide

FLAT FEE CIO is Your Fixed Fee Chief Investment Officer

Areas of Focus

  • Employee Benefits
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

Hi, I'm Don Rudolph. I oversee the investment policy for FLAT FEE CIO and its proprietary research. It's my job to ensure the highest level of practice management service standards.

I have helped families and foundations protect, grow, and share wealth for the past 25 years. I provide multi-generational financial guidance to members of family-owned businesses, counsel medical professionals in their most critical investment decisions from residency through retirement, and manage Foundation and Corporate Pension Plans with disciplined risk-adjusted investment strategies. Before founding FLAT FEE CIO, I held Vice President positions at Bank of America Investments and SunTrust Investment Services, and I was a Wealth Management Advisor at First South Bank.

I earned my MBA from the A.B. Freeman School of Business at Tulane University and BA at Duke University.

On a personal note, I'm a member of Brook Valley Country Club and attend First Presbyterian Church in Greenville with my wife, Ashley, and daughter Genevieve.

Primary Location

27858

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30-minute introductory call. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Welcome to FLAT FEE CIO, your Family Chief Investment Officer, providing concierge wealth management services for a low fixed annual retainer.

Affluent investing no longer requires adhering to a 30-year-old "one-size-fits-all" asset-based percentage fee structure.

Technology has ushered in new low fixed annual fee structures and expanded the suite of affluent wealth services.

✅ OUR MISSION

At FLAT FEE CIO, we have the client—and only the client—in mind.

Our mission is to get to know and understand your objectives and goals. We want to help you develop, implement, and monitor a wealth structure that’s efficiently designed to address your unique situation. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box. We are not afraid to challenge conventional wisdom in our approach to investing or replacing expensive legacy fee structures with our efficient wealth plan in order to help protect and preserve your wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

✅ Commitment to a Fiduciary Standard of Care

Many investment firms claim to be fiduciaries that provide advice that is free of proprietary products and conflicts of interest. But what if many "award-winning" firms offering " fully objective advice" then commit you to a 30-year-old "One-Size-Fits-All" percentage fee structure that may cost you over 30% of your net investment income each year?

Advancements in affluent wealth management technology have fundamentally transformed the industry status quo with an expanded suite of wealth services and ushered in lower fixed-fee alternatives that do not grow directly with the growth of your account. In light of readily available fixed fee alternatives, maintaining an exclusive commitment to an old legacy percentage on assets fee structure may not fully satisfy the claim to a fiduciary standard of care.

Our fiduciary commitment does not end with ensuring our wealth structuring and investment recommendations are in our client's best interest. It also includes maintaining a keen eye on our client's bottom line to help them keep more of their hard-earned returns and valuable income. With FlatFeeCIO’s fixed fee structure, our clients determine when we earn a raise and not each time the markets rise.

Education

Tulane University - A.B. Freeman School of Business, Master of Business Administration (M.B.A.), Marketing/Marketing Management, General | Duke University, Bachelor of Arts (B.A.), History

Badges

Hobbies and Interests

  • Church
  • Family

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Living in Retirement
  • Parents
  • Technology Professionals
  • Young Families

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