Rodney Roath is a CFP-designated registered investment advisor at Money Matters, based in Minnetonka, MN, with 12 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 25 clients with $25M 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 $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $2.5M | 0.40% |
| $2.5M+ | 0.40% |
Fees for assets over $2,500,000 are negotiable. Minimum fees may apply if accounts fall below the $500,000 minimum.
Fee Estimator
Contact
Rodney Roath
Location
12800 Whitewater Drive, Suite 100, Minnetonka, MN, 55343-9347
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 1991Employment History
Current Registrations
Money Matters
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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