Roger Versteeg
Roger Versteeg is a CFP, ChFC-designated registered investment advisor at Swbc Investment Company, based in San Antonio, TX, with 42 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 406 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
9311 San Pedro Avenue, Suite 600, San Antonio, TX, 78216-4459
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2009Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Roger is an IAR of SWBC Investment Company and a licensed insurance agent with SWBC Investment Services, LLC.
Employment History
Current Registrations
Swbc Investment Company
Swbc Investment Services, LLC
Swbc Investment Services, LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.