Michele Jones is a registered investment advisor at Rhp Wealth Management, based in Houston, TX, with 27 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 211 clients with $340M 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 $7.5M | 1.00% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.60% |
RHP may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. If held-away assets are managed through the Pontera platform, there is an additional 1% fee.
Fee Estimator
Location
12000 Aerospace Avenue, Suite 420, Houston, TX, 77034
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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
Michele is a silent owner of Votel Communications since 2018. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Rhp Wealth Management
Previous Registrations
Pks Advisory Services, LLC
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Copeland Equities, INC.Broker
State Registrations2 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.