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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 235 clients with $140M 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 for accounts over $5 million are negotiable. Non-discretionary accounts have a maximum administration fee of 1.95%. Minimum annual household fee is $1,500.
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.
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
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
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
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