Rhodes Investment Advisors, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Rhodes Investment Advisors offers investment advice and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and corporations. Services include portfolio management, consulting, financial planning, and third-party manager selection. Portfolios can include stocks, bonds, options, ETFs, and mutual funds. The firm provides discretionary and non-discretionary portfolio management.
Assets Under Management$380M
Clients815
Advisors9
Avg. per Client$460K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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