R.W. Rogé & Company Inc. (RWR) is a wealth management firm providing portfolio management and financial planning. RWR offers services like Plan. Achieve. Live.® for high-net-worth clients, StrategicAccess® Portfolios for institutions and individuals, WealthConnection® 401(k) for business owners, and financial planning only services. RWR also offers a Value Strategy investment approach. RWR acts as a fiduciary, prioritizing client interests.
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.
