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Waters James Rodney (Houston)


Waters James Rodney is a large advisory firm based in Houston. It manages $63.66 million of regulatory assets for 351 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Waters James Rodney provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Waters James Rodney: assets under management

The assets under management (AUM) of Waters James Rodney is $63.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 122% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $63.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $181.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Waters James Rodney for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Waters James Rodney performs its advisory services is located at 3400 Bissonnet Ste 145, Houston, TX 77005 2153, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-964-4028 or by fax 713-963-2977. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.partnersinwealth.com.


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