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How does ROGERS CAPITAL ADVISORS, LLC help clients – Key Takeaways:
• ROGERS CAPITAL ADVISORS, LLC is a financial expert that specializes in providing personalized financial advice to individuals, families, and businesses. Their team of knowledgeable advisors helps clients navigate the complex landscape of investment planning, insurance, and retirement planning.
• They also offer a wide range of financial services such as wealth management, tax planning, risk analysis, and estate planning. These services are tailored to meet the specific financial goals and needs of each individual client.
Facts and Insights:
• Founded in 2005, ROGERS CAPITAL ADVISORS, LLC has been in the business of providing financial advice for over 15 years.
• With assets under management totaling over $500 million, the company has a strong track record of helping clients successfully grow their wealth.
• The company has a team of 20 experienced and certified financial advisors who work closely with clients to develop personalized financial strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 15 years |
Financial Services Offered:
• Wealth Management
ROGERS CAPITAL ADVISORS, LLC offers comprehensive wealth management services to help clients achieve their financial goals. This includes investment planning, retirement planning, and tax planning.
• Risk Analysis
The company conducts thorough risk analysis to identify potential risks and helps clients mitigate them through effective risk management strategies.
• Estate Planning
ROGERS CAPITAL ADVISORS, LLC also offers estate planning services to help clients plan and manage their assets for future generations.
Client Types:
ROGERS CAPITAL ADVISORS, LLC caters to a wide range of clients, including high net-worth individuals, families, and businesses. They also work with clients from different industries and backgrounds.
Fees & Compensation:
ROGERS CAPITAL ADVISORS, LLC follows a fee-only compensation model, which means they do not earn any commissions from financial products they recommend. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’ success.
Background:
ROGERS CAPITAL ADVISORS, LLC was founded by John Rogers, an experienced and highly trained financial advisor. John has over 20 years of experience in the financial services industry and has a strong track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
• All advisors at ROGERS CAPITAL ADVISORS, LLC are registered with the Securities and Exchange Commission (SEC) and have all passed rigorous exams and met strict ethical standards.
• The company has a clean record with no regulatory actions, lawsuits, or disciplinary actions against them.