Reginald Rhodes is a registered investment advisor at Legacy Wealth Management Group, LLC, based in Dothan, AL, with 5 years of industry experience. Reginald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients with $1.6M 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 $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
214 Perry Avenue, Dothan, AL, 36303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Reginald is the owner/sole proprietor of Reginald A. Rhodes, PC, focusing on tax preparation and accounting, dedicating about a quarter of his time to it. He is also involved with Rhodes & Meyers, PLLC, Alabama Center for Elder Law, LLC (as Founder, President, and Managing Member), and Asset Protective Services, LLC.
Employment History
Current Registrations
Legacy Wealth Management Group, LLC
State Registrations1 state
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