Timothy Singleton
Timothy Singleton is a CFP-designated registered investment advisor at Rhodes Investment Advisors, INC., based in Edmond, OK, with 39 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 815 clients with $380M 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 $250K | 3.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
1600 East 19th Street, Suite 303, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Timothy is an insurance agent representing several companies, a CPA preparing tax returns for investment clients, and an independent contractor registered representative of Rhodes Securities, Inc. Broker Dealer.
Employment History
Current Registrations
Rhodes Investment Advisors, INC.
Rhodes Securities, INC.Broker
Previous Registrations
Investacorp, INC.Broker
Merit Advisors, INC.
Financial Network Investment CorporationBroker
State Registrations6 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.