Rodney Holloway
Advisor at Cfci
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cfci
Location
Bloomington, IN 47403
Credentials
Series 63, Series 65
Industry experience
23 years
About
Rodney Holloway is a financial advisor with Cfci in Bloomington, IN, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Comprehensive Financial Consultants since 1996 and their institutional division since 2004. Cfci is a multi-advisor firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary portfolio management, financial consulting, and pension consulting. The firm uses model portfolios and third-party advisers across a broad range of investment vehicles, managing approximately $515 million in discretionary assets for over 1,100 client accounts.
Client services
Based on Cfci
Portfolio management
Pension consulting
Selection of other advisers
Financial consulting services
Fee options
$0 - $250,000: Mutual Fund Model: 1.40% $250,001 - $500,000: Mutual Fund Model: 1.30% $500,001 - $1,000,000: Mutual Fund Model: 1.20% $1,000,001 - $2,500,000: Mutual Fund Model: 1.10% $2,500,001 - $5,000,000: Mutual Fund Model: 1.00% Over $5,000,000+: Mutual Fund Model: Negotiable $0 - $250,000: Fixed Income Model: 1.35% $250,001 - $500,000: Fixed Income Model: 1.30% $500,001 - $1,000,000: Fixed Income Model: 1.20% $1,000,001 - $2,500,000: Fixed Income Model: 1.15% $2,500,001 - $5,000,000: Fixed Income Model: 1.05% Over $5,000,000+: Fixed Income Model: Negotiable $0 - $250,000: Equity Blended Model: 1.65% $250,001 - $500,000: Equity Blended Model: 1.60% $500,001 - $1,000,000: Equity Blended Model: 1.45% $1,000,001 - $2,500,000: Equity Blended Model: 1.35% $2,500,001 - $5,000,000: Equity Blended Model: 1.25% Over $5,000,000+: Equity Blended Model: Negotiable $0 - $250,000: ABP/CoreEQ Model: 1.30% $250,001 - $500,000: ABP/CoreEQ Model: 1.25% $500,001 - $1,000,000: ABP/CoreEQ Model: 1.20% $1,000,001 - $2,500,000: ABP/CoreEQ Model: 1.15% $2,500,001 - $5,000,000: ABP/CoreEQ Model: 1.10% Over $5,000,000+: ABP/CoreEQ Model: Negotiable
Insurance commissions and broker-dealer commissions earned by certain persons affiliated with the firm; separate from advisory fees
$150 per hour for financial consulting services, negotiable
Fee-only: Financial consulting services charged at $150 per hour, negotiable
Location
674 S. College Ave
Bloomington, IN 47403
Work history
Comprehensive Financial Consultants Institutional, Inc.
2004 - Present (22 years)
Comprehensive Financial Consultants
1996 - Present (30 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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