Rodney Engh
Rodney Engh is a CFP-designated registered investment advisor at Bill Few Associates, INC., based in Sewickley, PA, with 26 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,904 clients with $2.6B 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
2100 Georgetown Drive, Suite 600, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (2)
Criminal
July 1990Criminal
December 1989Other Business Activities
Rodney is a 50% owner of Bevollie, LLC, a real estate investment company, since 2009. His involvement requires minimal time.
Employment History
Current Registrations
Bill Few Associates, INC.
Previous Registrations
Bill Few Associates, INC
Bill Few Securities, INC.Broker
First Security Financial Advisors, 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.