Roger Sheffield is a CFA-designated registered investment advisor at Rinascita, LLC, based in Travelers Rest, SC, with 8 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The maximum annual fee of 1.00% applies only to those accounts participating in Rinascita’s option writing strategy. The annual fee may be negotiable for family members and/or clients with assets over $7,500,000.
Fee Estimator
Location
Travelers Rest, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rinascita, LLC
Previous Registrations
Sheffield Investment Management LLC
State Registrations1 state
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