Rogan & Associates manages investments and may recommend unaffiliated third-party managers. They allocate investments among various asset classes based on your goals. They monitor and modify investments as needed. Clients can specify investment objectives and guidelines. Rogan & Associates also offers a Portfolio Program, but it is no longer available to new clients.
Fee Structure
Rogan & Associates charges a fee based on the value of your portfolio, up to 2.25% per year. The fee is negotiable. The initial fee is billed in advance and prorated. Subsequent fees are determined at the beginning of each calendar quarter. You are responsible for account expenses and custodian fees. Rogan & Associates may recommend third-party managed accounts, which also have fees.