Roger Denha is a registered investment advisor at Skyoak Wealth, based in Southfield, MI, with 24 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 450 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SkyOak Wealth charges an annual fee based on a percentage of the value of your investments. The exact fee can vary from 0.050% to 1.95% depending on your situation, investment style, and the scope of services required. The fee is charged either quarterly or monthly, in advance.
Location
28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034
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Regulatory History (1)
Regulatory
August 2018Employment History
Current Registrations
Skyoak Wealth
Previous Registrations
Bks Advisors, LLC
Brandt, Kelly & Simmons Securities, LLCBroker
Linsco/private Ledger CORP.Broker
The Ohio CompanyBroker
T. I. Investments, INC.Broker
State Registrations2 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.