John Rhodes
John Rhodes is a CFA-designated registered investment advisor at Charles Schwab & CO., INC., based in Augusta, GA, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
630 Crane Creek Drive, Suite 305, Augusta, GA, 30907
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2022Other Business Activities
John owns Augusta Capital Partners, LLC, a real estate entity, and spends about 10-20% of his time on it. He also owns Berckmans Hospitality Group, LLC, another real estate entity, dedicating about 10-20% of his time to it, which provides rent-free housing for his brother.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Integrated Advisors Network LLC
Augusta Capital Investors, LLC
Augusta Capital Management, LLC
Ap Wealth Management
LPL Financial LLCBroker
(DBA) Mcmanus & Sinclair Wealth Management, LLC
AG Bd LLCBroker
Refco Securities, LLCBroker
Credit Suisse Asset Management Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations31 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.