Rhame & Gorrell Wealth Management, owned by Jeffrey Rhame, serves individuals and families, including corporate executives and oil-and-gas professionals. Portfolios can combine individual securities with internally managed mutual-fund and ETF allocations. Financial planning forms part of its wealth-management service, and households with at least $2 million under management receive one annual personal tax return paid for by the firm. More complex legal estate-planning work is a separate engagement and may involve additional charges.
Overview
- Headquarters
- The Woodlands, TX
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $3.3 million
Fee Disclosure
Source: DISCLOSURE BROCHURE FOR RHAME & GORRELL WEALTH MANAGEMENT, LLC (2025-10-08)
· View brochure text
Latest filing: DISCLOSURE BROCHURE FOR RHAME & GORRELL WEALTH MANAGEMENT, LLC (2026-07-17)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.30% |
| $1,000,001 | $1,500,000 | 1.05% |
| $1,500,001 | $2,500,000 | 0.95% |
| $2,500,001 | $3,500,000 | 0.85% |
| $3,500,001 | $5,000,000 | 0.80% |
| $5,000,001 | $7,000,000 | 0.70% |
| $7,000,001 | $15,000,000 | 0.65% |
| $15,000,001 | and above | 0.55% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,000 | 1.30% |
| $5 million | $48,250 | 0.96% |
| $10 million | $81,750 | 0.82% |
| $50 million | $306,750 | 0.61% |
| $100 million | $581,750 | 0.58% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 85.83%
- Number of High-Net-Worth Clients
- 340
- Total Client Accounts
- 2,822
- Discretionary Accounts
- 2,822
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 283027
- DISCLOSURE BROCHURE FOR RHAME & GORRELL WEALTH MANAGEMENT, LLC (2026-07-17) · View brochure text
- DISCLOSURE BROCHURE FOR RHAME & GORRELL WEALTH MANAGEMENT, LLC (2025-10-08) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗