Rodgers & Associates provides investment management, financial planning, and hourly consultation services. Rodgers manages investment portfolios based on each client's goals and risk tolerance. Financial planning services include comprehensive or limited plans and individual consultations. Rodgers also offers liquidation advice on certain investments. Rodgers was acquired by Bluespring Wealth Partners, LLC in July 2024.
Assets Under Management$1.5B
Clients982
Advisors12
Avg. per Client$1.5M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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