Assets Under Management
$960.8M
Number of Clients
408
Number of Advisors
8
Average Client AUM
$2.4M
AUM per Advisor
$120.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional asset class investment management to non-individual accounts like retirement plans and charitable organizations. Portfolios primarily consist of institutional asset class mutual funds and seek global diversification.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.30% |
| $9.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
1330 Summit Avenue, Fort Worth, TX, 76102