Joshua Rood is a registered investment advisor at Severin Investments LLC, based in St. Louis, MO, with 1 years of industry experience. Joshua 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 236 clients with $130M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees are negotiable for amounts over $5 million.
Fee Estimator
Location
211 North Broadway, Suite 2925, St. Louis, MO, 63102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joshua owns and manages After Hours Painting, LLC, formed in July 2024. He spends about a quarter to half of his time managing leads, contracts, and overseeing employees outside of securities trading hours.
Employment History
Current Registrations
Severin Investments LLC
State Registrations3 states
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