Rodney Naylor
Rodney Naylor is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Glenwood Springs, CO, with 12 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
2520 S. Grand Ave., Suite 210, Glenwood Springs, CO, 81601
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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 Activities
Rodney is a member of MNS Group LLC, a real estate holding company, and spends minimal time on tenant/lender management. He is also a board member of the Penrose Plaza Unit Owner's Association, dedicating minimal time to HOA-related duties.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations38 states
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