Rhonda Crosby is a ChFC-designated registered investment advisor at Charles Schwab & CO., INC., based in Cumming, GA, with 28 years of industry experience. Rhonda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
Cumming, GA
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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
Rhonda serves as the treasurer for the Union Station Home Owners Association since February 2024. She spends about 10-20% of her time ensuring the community receives reports on time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations4 states
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.