William Rhodes
William Rhodes is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 42 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
303 Peachtree St, Ne, Fl 15, Atlanta, GA, 30308
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2023Other Business Activities
William is involved in various real estate activities, including owning, holding, and investing in real property and related financings since 1988. He also manages real estate investments for the Rhodes family, dedicating minimal time to this.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Cs First Boston CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations47 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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