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How does the advisor help clients – Key Takeaways:
Rhodes Capital Management, Inc. is a leading financial management firm that provides comprehensive financial planning and investment management services to clients. Their team of experienced advisors utilize their expertise and knowledge to help clients achieve their financial goals and make informed financial decisions.
Facts and Insights
Founded in 2005, Rhodes Capital Management has been providing exceptional financial services to clients for over 15 years. As of 2020, the firm manages over $500 million in assets for their clients. This remarkable growth is a testament to their commitment to providing top-notch financial advice and services.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Rhodes Capital Management offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Financial Planning
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning and Preparation
Client Types
The firm serves a diverse clientele including high-net-worth individuals, families, and businesses seeking professional financial advice and management. Their experienced advisors work closely with each client to understand their unique financial goals and develop personalized strategies to help them achieve their objectives.
Fees & Compensation
Rhodes Capital Management works on a fee-only basis, meaning they do not earn commissions from the sale of financial products. This ensures that their advisors are able to provide unbiased and objective advice to their clients. The firm charges a flat fee based on the assets they manage, rather than a percentage of the assets. This fee structure aligns their interests with those of their clients, as their success is directly tied to the success of their clients’ portfolios.
Background
The team at Rhodes Capital Management consists of highly qualified and experienced financial advisors, including Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs). This depth of expertise allows them to provide comprehensive financial advice and tailor strategies to meet the unique needs of each client.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Rhodes Capital Management has a fiduciary duty to act in the best interests of their clients. This means they are legally obligated to prioritize their clients’ needs and interests above their own. The firm has a clean record with no disciplinary actions, making them a trusted and reliable partner to clients seeking financial advice and management.