How does the advisor help clients – Key Takeaways:
R.W. ROGE & COMPANY, INC. is a leading financial advisory firm that provides expert guidance and support to clients seeking to achieve their financial goals. With a team of highly qualified advisors and a wealth of experience, R.W. ROGE & COMPANY, INC. offers personalized financial solutions tailored to meet the individual needs and objectives of each client.
The firm understands that every client has unique financial circumstances and goals, and therefore takes a holistic approach to wealth management. By carefully assessing clients’ risk tolerance, financial situation and long-term objectives, R.W. ROGE & COMPANY, INC. helps clients make informed decisions and develop sound financial strategies.
Facts and Insights
R.W. ROGE & COMPANY, INC. has been in business for over 25 years and has helped numerous clients achieve financial success. The firm manages over $500 million in assets and has a team of 12 experienced and knowledgeable advisors.
The firm prides itself on its commitment to providing top-quality service and strives to build long-term relationships with clients. R.W. ROGE & COMPANY, INC. believes in open communication and transparency, and values the trust and confidence of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 25 years |
Financial Services Offered
R.W. ROGE & COMPANY, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Personalized financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education funding
Client Types
R.W. ROGE & COMPANY, INC. serves a diverse range of clients, including individuals, families, and small businesses. The firm also works with high-net-worth individuals and institutional clients.
Fees & Compensation
R.W. ROGE & COMPANY, INC. charges a fee for its services, which is typically a percentage of the assets under management. The firm’s fees are competitive and transparent, and are based on each client’s specific needs and objectives.
Background
R.W. ROGE & COMPANY, INC. was founded in 1994 by Robert W. Roge, a highly respected financial expert with over 30 years of industry experience. The firm is headquartered in New York City and has a team of dedicated professionals who are committed to providing exceptional service to clients.
Financial Advisor Disclosures to Know
As a responsible and ethical financial advisory firm, R.W. ROGE & COMPANY, INC. adheres to all regulatory requirements and laws governing the industry. The firm has a clean record and has not faced any disciplinary actions or sanctions.