Edwin Foss is a registered investment advisor at Rogan & Associates, based in Safety Harbor, FL, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,850 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rogan & Associates charges a fee based on the value of your portfolio, up to 2.25% per year. The fee is negotiable. The initial fee is billed in advance and prorated. Subsequent fees are determined at the beginning of each calendar quarter. You are responsible for account expenses and custodian fees. Rogan & Associates may recommend third-party managed accounts, which also have fees.
Location
200 9th Avenue North, Suite 100, Safety Harbor, FL, 34695
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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
Rogan & Associates
Previous Registrations
Rogan & Associates, INC.Broker
Century Securities Associates, INC.Broker
Cohig & Associates, INC.Broker
Cohig & Associates, INC.Broker
R a F Financial CorporationBroker
Professional Brokerage Services INC.Broker
Hamilton Bohner, INC.Broker
Sma Equities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.