Andrew Rhoads
Andrew Rhoads is a ChFC-designated registered investment advisor at Arax Advisory Partners, based in Clever, MO, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
Clever, MO
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Andrew is appointed to sell outside insurance and owns a short-term rental property since 2019. He spends minimal time on the rental property and receives no compensation for it.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Cedrus
Traction Financial Partners
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.