Rhodo Wealth offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Investment management involves creating a portfolio strategy based on the client's goals, risk tolerance, and financial situation, primarily using low-cost, diversified mutual funds and exchange-traded funds. Financial planning services cover areas like retirement, education savings, and charitable giving. Rhodo Wealth may recommend independent managers for a portion of the client's portfolio.
Assets Under Management$3.8M
Clients14
Advisors1
Avg. per Client$270K
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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