J. Rhodes
J. Rhodes is a registered investment advisor at Rhodes Investment Advisors, INC., based in Fort Worth, TX, with 22 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 815 clients with $380M 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 $250K | 3.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
306 West 7th Street, Suite 1000, Fort Worth, TX, 76012
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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 ActivitiesSells Insurance
J. is a 60% shareholder/owner, employee/officer, and CEO of Rhodes Securities, Inc., a broker-dealer. J. is also an insurance agent representing several companies, dedicating about 10-20% of their time, and is the president and stockholder of Frie Financial Group Inc., spending a few hours per week. J. is also an officer/executive at Scruddle, an internet company, and a shareholder of Preferred Financial Services Inc., dedicating about 10-20% of their time to Scruddle. Finally, J. is a member of Fletch Capital LLC, a company that trades options, but devotes no time to it.
Employment History
Current Registrations
Rhodes Investment Advisors, INC.
Rhodes Securities, INC.Broker
State Registrations23 states
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