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Roderick Hays

4 Years of Experience
Lemont, PA

Roderick Hays is a registered investment advisor at Avail Investment Partners, LLC, based in Lemont, PA, with 4 years of industry experience. Roderick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 131 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
131 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$138.6M

Fee Structure

Avail Investment Partners' fees for managing your investments range from 0% to 1.35% per year of the value of your portfolio. The specific fee you pay depends on factors like the size of your account, the complexity of your assets, and any other services provided. Fees are negotiable and may be higher or lower than this range.

For 529 plans, the fee is 0.25% per year.

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Location

801-1 Pike Street, Lemont, PA, 16851

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Avail Investment Partners, LLC
November 2024 - Present · 1 yr 5 mos
Previous Registrations
Intelligence Driven Advisers, LLC
March 2021 - September 2024 · 3 yrs 6 mos
State Registrations2 states
PATX
Advisor

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
No exam information available for this advisor.
Roderick Hays - Financial Advisor | TrueAdvisor