Rodney Schauer
Rodney Schauer is a ChFC-designated registered investment advisor at Complete Investment Advisory, LLC, based in Fargo, ND, with 14 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 188 clients with $99M 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 - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
3211 Fiechtner Dr., Suite 6, Fargo, ND, 58103
Get directionsHistory
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
Rodney is the President/Owner/Insurance Agent of Complete Financial Group Inc., where he sells insurance, dedicating a few hours per week. He also spends minimal time on tax planning through Complete Tax Advisory LLC.
Employment History
Current Registrations
Complete Investment Advisory, LLC
Previous Registrations
The Wright Legacy Group, LLC
State Registrations3 states
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.