Steven Roge is a CFP-designated registered investment advisor at R.W. Roge & Company, INC, based in Bohemia, NY, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 332 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
R.W. Rogé & Company Inc. offers investment management services through Plan. Achieve. Live.® and StrategicAccess® Portfolios. Fees are based on a percentage of your portfolio's value and are billed monthly.
For Plan. Achieve. Live.®:
- First $2 million: 1.00% per year
- Next $3 million: 0.75% per year
- Over $5 million: 0.50% per year
For StrategicAccess® Portfolios:
- First $1 million: 1.00% per year
- Next $4 million: 0.75% per year
- Over $5 million: 0.50% per year
RWR also manages "Held Away Assets" and includes them in the fee schedule.
Contact
Steven Roge
Location
One Corporate Drive, Suite 101, Bohemia, NY, 11716
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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.
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Steven is an adjunct clinical instructor at New York Institute of Technology (NYIT) College of Osteopathic Medicine, teaching a class on budgeting, student loans, credit, insurance, investing, and financial decision-making. He dedicates minimal time to this pro-bono activity.
Employment History
Current Registrations
R.W. Roge & Company, INC
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.
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