Rodney Mccauley
Rodney Mccauley is a registered investment advisor at Amazonite Investments LLC, based in Irving, TX, with 5 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, Investment Management. Their firm serves 66 clients with $6.3M 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 $250K | 1.81% |
| $250K - $500K | 1.53% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
The annual fee is negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
Irving, TX
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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
Rodney works as a senior auditor for Allmond and Company LLC, is an employee/contractor for Golden Gate Funeral Home, and is an owner/partner in McCauley and Son LLC (real estate). He also works as an insurance agent under his own name. These activities take about half of Rodney's time.
Employment History
Current Registrations
Amazonite Investments LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
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.