Nora Rho
Nora Rho is a registered investment advisor at Rhotopia Financial Advisors, based in Milton, MA, with 1 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 12 clients with $12M 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 | 1.30% |
For assets of less than $3,000,000, the annual fee will be up to 1.30%. Minimum account $250,000/ Minimum fee $6,500. Fees are negotiable.
Fee Estimator
Location
2 Granite Ave, Suite 250, Milton, MA, 02186
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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
Nora works as an insurance agent for Rhotopia Financial & Rhotopia Financial Advisors, assisting with training advisors on insurance products and services for multiple carriers. This activity takes nearly a full-time commitment.
Employment History
Current Registrations
Rhotopia Financial Advisors
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.