Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management, LLC is a registered investment adviser based in The Woodlands, TX, established in April 2016 by Jeffrey Rhame. The firm specializes in financial planning, consulting, and investment management services, managing $863,337,591 of assets on a discretionary basis as of February 18, 2025. Services include cash flow forecasting, trust and estate planning, retirement planning, and risk management. Clients have discretion over decisions and are not obligated to act on recommendations. The firm offers tax return preparation services through an affiliated accounting firm for clients with $2 million in managed assets, with the option to use external services. Investment strategies include long-term purchases, short-term purchases, trading, and options. Clients may impose restrictions on account management. The firm acts as a fiduciary for retirement plan accounts and IRAs, ensuring recommendations are in the client's best interest. Fees are based on assets under management, with a tiered structure ranging from 0.55% to 1.30%. RGWM does not charge performance-based fees and serves individuals, corporations, and business entities. The firm's investment strategies involve fundamental, technical, and cyclical analysis, with a focus on client-specific needs and objectives. RGWM does not have any disciplinary events and exercises investment discretion on behalf of clients. Clients receive regular account statements and reports from custodians and the firm. RGWM does not compensate third-party solicitors for client referrals and does not vote client securities on their behalf.