Kelli Rojas is a registered investment advisor at 401k Generation, based in Altamonte Springs,, FL, with 15 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 141 clients with $170M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable. Employees and related family accounts are generally handled on a no fee basis.
Fee Estimator
Location
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL, 32714
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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
401k Generation
Previous Registrations
Ruggie Wealth Management
State Registrations1 state
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