As fee-only financial advisers, we are committed to acting as fiduciaries for our clients at all times. Our advisory fee is based on the value of each client’s assets under management, not any form of commission.
The fees for our service, including investment management range between 0.50% and 1.25% annually, depending on the size and complexity of each client’s accounts. Fees are charged quarterly in advance, based on prior end-of-period account values.
Rodgers & Associates Fees
| Amount of investable assets | Fee percentage for assets in each range |
|---|---|
| up to $500k | 1.25% |
| $500k–$1M | 1.00% |
| $1M–$5M | 0.75% |
| more than $5M | 0.50% |
Our advisory fee looks like a money-management fee because we base it on portfolio value. But our service is much broader than that. We manage investments within the context of a client’s goals and consider all the resources available for reaching those goals. The fee is based on portfolio value so clients can feel free to call whenever they have a financial question or concern. Clients never get a bill for a phone call or meeting. We want our office to be the first place to call for guidance. Whether buying a vacation home, making a gift to children or charities, or evaluating insurance needs, we are in our client’s corner every day.
Additional information about our firm’s fees is included in the Fees and Compensation section of Part 2 of our Form ADV.
