Rhodes Consulting Group LLC

Fee-Only (% of Portfolio)

Rhodes Consulting Group (RCG) is a fee-only investment management firm that manages investment portfolios for individuals, trusts, and accredited investors. RCG works with clients to understand their goals and risk tolerance, then develops a personalized investment strategy. RCG has full authority to make investment decisions in client accounts.

Assets Under Management$26M
Clients12
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$26M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Rhodes Consulting Group LLC | TrueAdvisor