RH
RH

Ralph Hodge

19 Years of Experience
Cincinnati, OH

Ralph Hodge is a registered investment advisor at Silverleaf Investment Group, LLC, based in Cincinnati, OH, with 19 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$8.6M average
Assets Under Management
$17.1M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.45%
$5.0M - $10.0M0.25%
$10.0M - $15.0M0.13%
$15M+0.01%

Fees and minimums may be negotiable or waived at SilverLeaf's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cincinnati, OH

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Silverleaf Investment Group, LLC
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Silverleaf Capital Advisors, LLC
March 2008 - December 2014 · 6 yrs 9 mos
Stanford Group Company
February 2007 - March 2008 · 1 yr 1 mo
UBS Financial Services INC.
January 2006 - February 2007 · 1 yr 1 mo
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.