RW
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
1,375 clients
Average Client Portfolio
$332K average
Assets Under Management
$456.9M
Fee Structure
Minimum Investment:$500
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10.0M - $11.0M | 0.55% |
| $11.0M - $12.0M | 0.50% |
| $12.0M - $13.0M | 0.45% |
| $13.0M - $14.0M | 0.40% |
| $14.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Tactive charges an annual fee based on your portfolio size for the Advisor Advice package (see table above). The TRA package has an annual fee of 0.75%. Both packages require a minimum balance of $500. Fees are calculated and paid monthly in arrears, based on the average daily balance. Tactive may also charge an additional fixed fee for financial planning services.
Areas of Practice
Investment Management
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Advisor Information
Office location
1419 S. Utica, Tulsa, OK, 74104
Get directionsRegulatory History (4)
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Regulatory
March 2014Final
Regulatory
September 2013Final
Regulatory
March 2012Final
Employment Separation After Allegations
October 2011Other Business Activities
Rodney owns Watkins & Associates Financial Services, dedicating about half his time to it. He is also a managing member of Level 3 Holdings LLC, used for personal investment in commercial real estate, taking about a quarter of Rodney's time.
Employment History
Current Registrations
Tactive Advisors, LLC
April 2025 - Present · 9 mos
Previous Registrations
Watkins and Associates Investment Services, LLC
August 2014 - September 2025 · 11 yrs 1 mo
Southeast Investments, N.c., INC.
October 2013 - October 2013 · 0 mos
Southeast Investments, N.c., INC. Broker
February 2012 - July 2017 · 5 yrs 5 mos
Concert Wealth Management
January 2012 - February 2012 · 1 mo
Investacorp, INC.Broker
October 2011 - November 2011 · 1 mo
Investacorp Advisory Services INC
October 2011 - November 2011 · 1 mo
Securities America, INC.Broker
April 2009 - May 2011 · 2 yrs 1 mo
Ameriprise Financial Services, INC. Broker
March 2009 - October 2011 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
March 2009 - October 2011 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1999 - March 2009 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 1998 - March 2009 · 10 yrs 3 mos
Fidelity Brokerage Services, INC.Broker
August 1998 - November 1998 · 3 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.