Rogers Wealth Group, Inc

CRD#107409
Investment Advisor Firm

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Learn more about Rogers Wealth Group, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Rogers Wealth Group, Inc is located at 1330 Summit Avenue, Fort Worth, TX. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Rogers Wealth Group, Inc is not a registered broker-dealer.

    Rogers Wealth Group, Inc oversees $838.3 million in assets under management across 817 accounts, of which 780 are discretionary and 37 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The firm caters to retail investors, high net worth investors, banking institutions, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Rogers Wealth Group, Inc includes asset-based and fixed fees. The firm has 137 high net worth clients.

    Rogers Wealth Group, Inc is registered in the state of Texas.

    Assets Under Management

    $838.3 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    1330 Summit Avenue
    Fort Worth, TX 76102

    Rogers Wealth Group, Inc by the Numbers

    Total Assets Under Management

    $838.3 million

    National Average: $8.6 billion
    Total Number of Employees

    21

    National Average: 64
    Total Number of Accounts

    817

    National Average: 375,227
    Average Account Size

    $1.0 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees typically are based on the type of financial services offered. Fees billed by Rogers Wealth Group, Inc most likely consist of any combination of the following fee types: asset-based or fixed.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm manages money for a broad range of clients. The firm provides services to retail investors, high net worth investors, banking institutions, pension plans, charitable organizations, and corporations. Out of its 6 clients, Rogers Wealth Group, Inc's biggest client type by number of accounts is retail investors, though it also caters to 137 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 33.74%
    • Other Individuals - 62.07%
    • Corporations - 3.2%
    • Charitable Organizations - 0.99%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Rogers Wealth Group, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Rogers Wealth Group, Inc

    Christopher Manross
    Fort Worth, TX
    Brian Mueller
    Fort Worth, TX
    Dana Williams
    Fort Worth, TX
    Matthew Lankford
    Fort Worth, TX
    Christopher Moore
    Fort Worth, TX
    Melissa Childs
    Fort Worth, TX
    Craig Rogers
    Fort Worth, TX
    Dale Rogers
    Fort Worth, TX

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