Roger Willis is a CFA-designated registered investment advisor at Asset Consulting Group, LLC, based in Clayton, MO, with 15 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 162 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Consulting Group (ACG) charges fees based on estimates of time, complexity, scope of services, travel, meetings, asset size, and number of portfolios. Fees may be a percentage of assets or a fixed fee. Fees are negotiable. On a limited basis, clients may pay ACG an incentive fee tied to the performance of the portfolio relative to a predefined benchmark.
Location
231 South Bemiston Avenue, 14th Floor, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Asset Consulting Group, LLC
State Registrations5 states
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