| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
Portfolio management fees are negotiable depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
121 NE 50th Street, Oklahoma City, OK, 73105
Get directionsChad is the CEO/President of Rogers Financial Inc. and an individual producer, selling fixed product life, disability, long-term care insurance, health insurance, and fixed annuity products; these activities each take about a quarter of his time.