Rodgers & Associates
Assets Under Management
$1.5B
Number of Clients
982
Number of Advisors
12
Average Client AUM
$1.5M
AUM per Advisor
$124.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RA Financial Services provides investment management, financial planning, and consultation services. Investment management involves continuous portfolio management based on client-specific investment policy statements, primarily using ETFs or mutual funds. Financial planning includes comprehensive or segmented plans and individual consultations. Hourly consulting services are also available.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, not exceeding 3% annually. The standard fee is 1.00% annually of the account's market value, but fees are negotiable. Financial planning and consultation services are billed at $250/hour, also negotiable. Additional in-person reviews are available at $250/hour, including preparation time. The minimum assets under management is generally $250,000, but accounts below this may be negotiable.
Areas of Practice
Location
2025 Lititz Pike, Lancaster, PA, 17601
