Roger Potter is a registered investment advisor at Balanced Wealth Group LLC, based in Westlake, OH, with 23 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 498 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balanced Wealth Group offers investment management services where fees are paid monthly based on the average daily balance in your account. Fees range from 0.50% to 1.75% annually. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Balanced Wealth. Relationships with multiple objectives, specific reporting requirements, or portfolio restrictions may be charged a higher fee.
Location
1991 Crocker Road, Suite 300, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roger is a licensed insurance professional, dedicating minimal time to this activity. He also owns real estate and sells two books he wrote, spending minimal time on these endeavors.
Employment History
Current Registrations
Balanced Wealth Group LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Farmers Financial Solutions, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.