David Rhoads
David Rhoads is a registered investment advisor at Interactive Financial Advisors, based in Manassas, VA, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,307 clients with $240M 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 $25K | 2.45% |
| $25K - $50K | 2.40% |
| $50K - $250K | 2.30% |
| $250K - $500K | 1.91% |
| $500K - $1.0M | 1.82% |
| $1M+ | 1.70% |
Rates reflect the maximum range for non-403b Invest With Trust accounts. Fees are negotiable for Invest With Trust services. Accounts also incur quarterly service fees of $10 to $18.75.
Fee Estimator
Location
8859 Sudley Rd, Suite 102, Manassas, VA, 20110
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
David is the owner/broker of Rhoads Capital Group, Inc. since 2000, where he spends about half his time selling property/casualty and life/health insurance. He is also an investment advisor representative for Interactive Financial Advisors since 2004 and teaches tennis.
Employment History
Current Registrations
Interactive Financial Advisors
Previous Registrations
Fortune Financial Services, INC.Broker
Gwn Securities INC.Broker
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Washington Square Securities, 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.
Exams
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