Patrick Rhodes is a registered investment advisor at Pwr Financial Services, based in Federal Way, WA, with 23 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PWR Financial Services charges a percentage of your portfolio each year for investment supervisory services, management of managers, and selection of third-party managers. The fees generally range from 0.40% to 0.50%. These fees are separate from any fees charged by mutual funds or ETFs.
Location
31620 23rd Avenue South, Suite #218, Federal Way, WA, 98003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a manager at Patrick Rhodes & Associates, a certified public accounting firm, dedicating nearly full-time hours to consulting and management. He also owns numerous LLCs involved in real estate, restaurants, and manufacturing, spending minimal time on each.
Employment History
Current Registrations
Pwr Financial Services
Previous Registrations
Pwr Financial Services
State Registrations1 state
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