Don Rudolph in

Don Rudolph

Inquirer · DISC type cd
Wealth Management Advisor at LCA Sports Management
📍 Greenville, North Carolina, United States

Don Rudolph is the founder and Managing Partner of FlatFeeCIO, a wealth management firm he established after a 25-year career that included Vice President roles at Bank of America and SunTrust. He specializes in providing concierge, fixed-fee fiduciary services to families, foundations, and medical professionals, holding an MBA from Tulane University.

Originally from Miami, Don was an NCAA Division 1 soccer player while earning his BA at Duke University. He and his wife, Ashley, and daughter, Genevieve, live in Greenville, NC, where they attend the First Presbyterian Church and are members of the Brook Valley Country Club.

Unique fact: Don was a Division 1 soccer player in the Atlantic Coast Conference (ACC) during his time at Duke University.

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Experience
20 Years
Current Role
Wealth Management Advisor
Location
Greenville, North Carolina, United States
Personality Overview

How Don shows up

Upfront
Hard To Convince
ROI Conscious

They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Priorities

Topics Don cares about

Fixed-Fee Advising
He founded his firm on a fixed-fee model and publicly advocates for it as a more transparent and fair alternative to traditional asset-based percentage fees.
Fiduciary Responsibility
His professional title is "Fixed Fee Fiduciary, " and his firm's mission is centered on providing advice that is solely in the client's best interest.
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Career

Work history

8-2020
Wealth Management Advisor
LCA Sports Management
1-2019
Fixed Fee Fiduciary
Flat Fee CIO
8-2009 - 1-2019
Managing Partner
InnerBanks Wealth Management
8-2006 - 8-2009
Wealth Management Advisor
First South Bank
3-2005 - 8-2006
Vice President Wealth Management
Bank of America
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1988 - 1990
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business
1983 - 1987
Bachelor of Arts (B.A.)
Duke University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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