Roderick Hill is a registered investment advisor at Interactive Financial Advisors, based in Ocala, FL, with 10 years of industry experience. Roderick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,151 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFA offers portfolio management services with fees based on a percentage of the assets they manage. There are different fee schedules for non-403b and 403b accounts. The fees vary based on the size of your account. IFA also offers the Legacy Service, which utilizes mutual fund and ETF strategies, with a separate fee schedule. An account service fee is charged quarterly. Fees are calculated monthly based on the daily average account balance and are paid in advance. The fees for the Invest With Trust service are negotiable, but the Legacy service fees are not.
Location
9418 SW 6oth Lane RD, Ocala, FL, 34481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roderick is the President and 50% owner of SEA P A FINANCIAL GROUP LTD, a tax practice specializing in various tax returns and consulting. He dedicates about half his time during the off-season and works full-time during tax season.
Employment History
Current Registrations
Interactive Financial Advisors
State Registrations1 state
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