Rhodes Capital Management, Inc. fees and pricing
Financial planner in Batavia, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 1, 2020, Rhodes Capital Management, Inc. charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2020. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Our minimum flat fee is $500 and the maximum flat fee is $10,000 for our Financial Planning & Consulting service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rhodes Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “After you sign an agreement with our firm, we’re allowed to buy and sell investments in your account without asking you in advance.”
How Rhodes Capital Management, Inc.’s fees compare
- Its flat or project fee of $500-$10,000 spans the Illinois median of $4,500. 56% of the 175 other Illinois planners that publish a flat or project fee charge less.
About Rhodes Capital Management, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and insurance companies
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $20,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 159380
- Phone
- (630) 301-0504
Other planners in Illinois that publish fees
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Ameribanc CorporationHoffman Estates$500/hr, $250-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.