Rhodes Capital Management offers investment advice and portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. Advice includes determining financial objectives, identifying financial problems, cash flow management, investment management, education funding, and retirement planning. They also offer standalone financial planning and consulting services covering various areas like investment, retirement, estate, tax, and real estate planning.
Assets Under Management$20M
Clients37
Advisors1
Avg. per Client$540K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Minimum annual fee is $100 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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