Timothy Carpenter is a CFP-designated registered investment advisor at Rhodo Wealth Management LLC, based in Geneva, IL, with 5 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Gen X, High Net Worth, and 2 more. Their firm serves 14 clients with $3.8M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. All Clients will be charged a minimum fee of $1,200.
Fee Estimator
Location
25 N River Ln, Geneva, IL, 60134
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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 →Employment History
Current Registrations
Rhodo Wealth Management LLC
Previous Registrations
Savant Wealth Management
Foothills Financial Planning & Wealth Management, LLC
Pruco Securities, LLC.Broker
State Registrations1 state
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