Rodney Watkins is a registered investment advisor at Tactive Advisors, LLC, based in Sarasota, FL, with 27 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,375 clients with $460M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10.0M - $11.0M | 0.55% |
| $11.0M - $12.0M | 0.50% |
| $12.0M - $13.0M | 0.45% |
| $13.0M - $14.0M | 0.40% |
| $14.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fee Estimator
Location
1990 Main Street, Suite 750, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (4)
Regulatory
March 2014Regulatory
September 2013Regulatory
March 2012Employment Separation After Allegations
October 2011Other Business Activities
Rodney owns Watkins & Associates Financial Services, dedicating about half his time to it. He is also a managing member of Level 3 Holdings LLC, used for personal investment in commercial real estate, taking about a quarter of Rodney's time.
Employment History
Current Registrations
Tactive Advisors, LLC
Previous Registrations
Watkins and Associates Investment Services, LLC
Southeast Investments, N.c., INC.
Southeast Investments, N.c., INC.Broker
Concert Wealth Management
Investacorp Advisory Services INC
Investacorp, INC.Broker
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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