Matthew Lankford is a registered investment advisor at Rogers Wealth Group, INC., based in Fort Worth, TX, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 408 clients with $960M 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.30% |
| $9.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fee Estimator
Location
1330 Summit Avenue, Fort Worth, TX, 76102
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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 →Employment History
Current Registrations
Rogers Wealth Group, INC.
Previous Registrations
Triad Advisors, INC.
Lincoln Financial Advisors Corporation
State Registrations1 state
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