Roda Investment Management provides investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. Roda-IM is a fee-only firm and does not receive commissions. Roda-IM primarily allocates client assets among individual debt and equity securities and exchange traded funds. The client makes the final decision on investment selection. Roda-IM does not act as a custodian of client assets.
Assets Under Management$19M
Clients75
Advisors1
Avg. per Client$250K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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