How does the advisor help clients – Key Takeaways:
R.W. ROGE & COMPANY, INC. is a well-established financial firm that specializes in providing expert financial advice to individuals, businesses, and organizations. With a team of experienced and knowledgeable advisors, R.W. ROGE & COMPANY, INC. offers a wide range of financial services and caters to various types of clients.
Facts and Insights
Here are some key facts and insights about R.W. ROGE & COMPANY, INC. that highlight their expertise and success in the financial industry:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 25+ |
These statistics demonstrate the firm’s strong track record and stability in managing client assets and providing financial guidance.
Financial Services Offered
R.W. ROGE & COMPANY, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. Some of these services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- College planning
With a diverse portfolio of services, R.W. ROGE & COMPANY, INC. is equipped to handle a variety of financial needs and objectives.
Client Types
The firm serves a wide range of clients, including:
- Individuals
- Families
- Small and medium-sized businesses
- Non-profit organizations
- Trusts and estates
From individual investors to business owners, R.W. ROGE & COMPANY, INC. has the expertise and resources to cater to the unique financial needs of each client.
Fees & Compensation
R.W. ROGE & COMPANY, INC. is a fee-only firm, which means they are compensated solely by their clients and do not receive any commissions or incentives for recommending certain products or services. This fee structure allows for transparency and eliminates any potential conflicts of interest.
The firm’s fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests.
Background
R.W. ROGE & COMPANY, INC. was founded in 1995 by Robert W. Roge, a highly qualified and experienced financial advisor with over 30 years of industry experience. The firm is headquartered in New York City and has offices in several other locations across the United States.
The team at R.W. ROGE & COMPANY, INC. consists of talented and dedicated professionals who are committed to providing exceptional financial services and building long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important for clients to understand any potential conflicts of interest or disciplinary actions. Here are some relevant disclosures for R.W. ROGE & COMPANY, INC.:
- No disclosures of any disciplinary actions or sanctions
- The firm has not faced any legal or regulatory actions in the past 10 years
- The advisors at R.W. ROGE & COMPANY, INC. are not affiliated with any other firms
It is always recommended for clients to thoroughly research and understand their financial advisor’s background and credentials before entrusting them with their finances.