| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Advisory fees are negotiable. Clients may pay significantly less than the maximum advisory fee.
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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 →Blake works as a financial planner at Rogan & Associates, RIA, dedicating about a quarter of his time. He spends the same amount of time on this activity during trading hours.