Roger
Willis
Asset Consulting Group, LLC
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About this Advisor
Roger Willis is a chartered financial analyst based out of Saint Louis, Missouri, with 13 years of relevant experience. Willis currently works for Asset Consulting Group, LLC. They have been an employee of Asset Consulting Group, Llc for their whole career. Willis can operate in Florida, Michigan, Missouri, Oklahoma and Texas. Asset Consulting Group, LLC is a business based out of Saint Louis, MO. It manages $508 million in total assets across its 13 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises 40 charitable organizations. Of its 13 customer accounts, 38% belong to high-net-worth investors who have more than $1 million in investable assets. The firm has a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely are based on which service is offered. However, fee types billed by Asset Consulting Group, LLC likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Asset Consulting Group, LLC Brokerage Details
$507,837,532
47
13
$39,064,426
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Roger Willis Work History
Roger has been registered as a financial advisor for 13 years.*
Asset Consulting Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roger Willis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Asset Consulting Group, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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