Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are charged as a percentage of assets under management, flat fees, hourly fees, or a combination. Asset-based fees range up to 1.5% annually, flat fees range up to $50,000 annually, and hourly fees range up to $450 per hour. Fees are negotiable, and the specific fee schedule is included in the investment advisory agreement. Clients also incur brokerage and transaction costs.
Areas of Practice
Advisor Information
Office location
24 E. Main Street, Bozeman, MT, 59715
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Ronald Alan RhoadesRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ronald is a full-time Associate Professor and Director for the Personal Financial Planning Program at Western Kentucky University since 2015. He also operates a law firm, provides educational content as a writer and speaker, and serves on fiduciary standard committees, dedicating about 10-20% of his time to writing and speaking.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Scholar Financial, LLC
Argi Investment Services, LLC
Scholar Financial
Garrett Investment Advisors, LLC
Scholarfi INC.
Jcm Advisors of Crystal River, LLC
Joseph Financial of Smithtown, LLC
Creative Capital Fiduciaries, LLC
Joseph Capital Management, LLC
State Registrations1 state
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