Rhodes Investment Advisors, Inc.

Rhodes Investment Advisors, Inc. is a registered investment advisory firm established in 1996, offering portfolio management, consulting services, financial planning, and third-party manager selection. The firm provides discretionary and non-discretionary portfolio management services, with custody of accounts at Wells Fargo Clearing Services, LLC. As of April 30, 2024, the firm's total discretionary assets under management amount to $159,448,686, and non-discretionary assets under management total $106,746,222. Rhodes Investment Advisors charges annualized fees based on a tiered schedule, starting at 3.00% for assets up to $250,000 and decreasing for higher asset levels. The firm has a negotiable minimum managed account size of $10,000. Additionally, financial planning services are offered at hourly rates between $115 and $200, depending on the advisor. The firm may recommend third-party investment advisors, with fees not exceeding 3.00%. The firm's investment strategies involve charting, fundamental, and technical security analysis methods. Rhodes Investment Advisors discloses various risks associated with investing, such as allocation risk, equity risk, interest rate risk, and liquidity risk. The firm emphasizes client education on risks and does not guarantee future results. Rhodes Investment Advisors does not charge performance-based fees and does not engage in side-by-side management services. The firm's ownership structure includes J. Gordon Rhodes as the sole shareholder.