Mark Rhodes is a registered investment advisor at Monon Wealth Management, based in Avon, IN, with 29 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 700 clients with $450M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may vary or be negotiable. Clients may be subject to a legacy fee schedule.
Fee Estimator
Location
295 Shiloh Crossing Drive, Avon, IN, 46123
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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
Mark is an owner at Rhodes & Knisley LLP, where he spends nearly full-time on income tax preparation, accounting, and tax planning since 1980. He is also an investment advisor for Intrepid, a registered investment advisor.
Employment History
Current Registrations
Monon Wealth Management
Previous Registrations
Intrepid Financial Planning Group, LLC
Morris Group, INC.Broker
Waterstone Financial Group, INC.Broker
Terra Securities CorporationBroker
State Registrations1 state
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