Assets Under Management
$662.2M
Number of Clients
1,850
Number of Advisors
9
Average Client AUM
$358K
AUM per Advisor
$73.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Rogan & Associates offers portfolio management and third-party managed accounts, developing financial plans through Financial Planning for Life ™. They allocate investments among various asset classes, monitoring and modifying as needed. Fees are negotiable and based on assets managed.
| 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.
200 9th Avenue North, Suite 100, Safety Harbor, FL, 34695