Rodney Mckinnis is a registered investment advisor at Macc IV Group, based in Chandler, AZ, with 21 years of industry experience. Rodney 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 170 clients with $33M 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 $8K | 3.00% |
| $8K+ | 1.25% |
Clients with a portfolio balance of less than $8000, the fee is a flat $25/quarter (not to exceed a client being charged over 3% annually). The fee is non-negotiable.
Fee Estimator
Location
Chandler, AZ
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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 Activities
Rodney is the author of "Sales is Simple From Luck to Leverage" and the managing partner of McKinnis Consulting Group L.L.C., a non-financial firm focused on improving companies' sales results. This activity is not investment-related.
Employment History
Current Registrations
Macc IV Group
Previous Registrations
Macc IV Group
TD Waterhouse Investor Services, INC.
State Registrations6 states
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