Rodney James is a CFP-designated registered investment advisor at Vineyard Family Wealth Advisors, based in Houston, TX, with 10 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 15 clients with $55M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
For asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Vineyard Family Wealth Advisors can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Contact
Rodney James
Location
800 Town and Country Boulevard, Suite 500, Houston, TX, 77024
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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 →Employment History
Current Registrations
Vineyard Family Wealth Advisors
Previous Registrations
Everkey Financial LLC
Mercer Global Advisors INC.
Alliancebernstein L.P.
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.
Exams
Additional Information
Rodney is a native Houstonian who serves with Houston’s First Baptist Church and the Caring Aggie Mentor Program (C.A.M.P.). He has served in various leadership roles for the Texas A&M Reveille Club, including President and is an active leader within Toastmasters. Rodney and his beautiful bride Jennifer are backyard gardeners.