0
Client Reviews
0.5% to 1.5%
Percentage of Assets (AUM)
$250K
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Current/Former Athlete. Martial Artist. Married. Entrepreneurial. Aged 35+.
Clients who wouldNOTbe a good fit
Aged younger than 30 making less than $200,000.
Minimum Financial Requirements
Annual Income
$250,000
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1.5%
Meeting Options
In person meetings
Video meetings
About Rush Imhotep
Rush and his team create, implement and maintain bespoke, tax-optimized financial plans primarily for founders and investment professionals. Rush joined Northwestern Mutual in 2015 from Cornell University. A captain on their football team, he graduated Cum Laude and garnered the National Football Foundation Scholar Athlete Award in his senior year.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Responsive and timely."
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
