Rogers Wealth Group, INC.
Assets Under Management
$960.8M
Number of Clients
408
Number of Advisors
8
Average Client AUM
$2.4M
AUM per Advisor
$120.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rogers Wealth Group, Inc. (RWG) offers wealth management consulting to high-net-worth individuals and institutional asset class investment management to various non-individual accounts. Portfolios primarily consist of institutional asset class mutual funds. RWG develops an Investment Policy Statement that seeks to set the basics of the investment objectives of the portfolio structure and define risk tolerance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.30% |
| $9M+ | 0.25% |
Fee Estimator
For wealth management clients, fees are based on a percentage of assets under management. The firm generally requires a minimum of $1,000,000 to establish an account, but may accept accounts with less at their discretion. In addition to the basic fee, there is a one-time charge of $500 to set up the account. Clients may also be charged custody fees, asset-based pricing, or transaction fees. Fees are payable monthly or quarterly, with an annual minimum fee of $10,000. Prepaid fees are refunded on a pro-rata basis upon cancellation.
Areas of Practice
Location
1330 Summit Avenue, Fort Worth, TX, 76102