Ricky Rhodes
Ricky Rhodes is a CFP-designated registered investment advisor at Grey Rhodes Advisors, LLC, based in Palm Beach Gardens, FL, with 18 years of industry experience. Ricky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 46 clients with $43M 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
4500 Pga Blvd, Suite 304B, Palm Beach Gardens, FL, 33418
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ricky is the owner and a CPA at Rhodes to Wealth, Inc., providing financial planning and accounting assistance, primarily to litigants in divorce proceedings. Ricky is also a licensed insurance agent, authorized to sell insurance products.
Employment History
Current Registrations
Grey Rhodes Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations1 state
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.