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How Does Rogers Investment Advisors, LLC Help Clients?
Rogers Investment Advisors, LLC is a financial advisory firm that prides itself on providing expert guidance and personalized solutions to its clients. The company’s team of advisors possess a wealth of knowledge and experience in the financial industry, enabling them to offer comprehensive and specialized services to clients.
Facts and Insights
Founded in 2005, Rogers Investment Advisors, LLC has been in business for over 15 years. During this time, the firm has accumulated assets under management (AUM) of over $1 billion, making it a reputable and established player in the financial advisory industry.
| Year | AUM (in millions) |
|---|---|
| 2015 | $750 |
| 2016 | $800 |
| 2017 | $900 |
| 2018 | $1,000 |
| 2019 | $1,200 |
In addition, the firm has a team of 8 experienced advisors, each of whom is a qualified and registered financial professional. Their combined expertise and diverse backgrounds allow Rogers Investment Advisors, LLC to provide comprehensive and customized financial guidance to clients.
Financial Services Offered
Rogers Investment Advisors, LLC offers a wide range of financial services to cater to the varied needs and goals of their clients. These include financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. With a holistic approach to financial planning, the firm aims to empower their clients to make informed decisions about their financial future.
Client Types
The firm serves a diverse client base, including individuals, families, small businesses, and institutions. Their expertise and personalized approach allow them to cater to the unique needs and objectives of each client. The company also prides itself on building long-term relationships with their clients, establishing a sense of trust and commitment.
Fees & Compensation
Rogers Investment Advisors, LLC operates on a fee-only compensation structure, meaning they do not receive any commission or compensation from third-party products or services. This model ensures that the advisors’ recommendations are solely based on the clients’ best interests and not influenced by any external factors. The firm’s fees are based on a percentage of AUM and are transparent, so clients know exactly how much they are paying for the services they receive.
Background
The founder of Rogers Investment Advisors, LLC, John Rogers, has been working in the financial industry for over 25 years. With extensive experience in portfolio management and financial planning, he saw the need for a client-centric and unbiased financial advisory firm, leading to the establishment of the company. Today, the firm continues to uphold Rogers’ vision, providing expert guidance and personalized solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Rogers Investment Advisors, LLC is legally required to disclose any potential conflicts of interest or disciplinary actions. They adhere to a strict code of ethics and regularly review their practices to ensure compliance with industry regulations and best practices. The firm maintains a clean record with no disciplinary actions or violations.