Edwin Foss is a registered investment advisor at Rogan & Associates, based in Safety Harbor, FL, with 37 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,483 clients with $710M 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 | 2.25% |
Fees are negotiable and can be up to 2.25% per year depending on assets and complexity.
Fee Estimator
Location
200 9th Avenue North, Suite 100, Safety Harbor, FL, 34695
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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.
Exams
More Advisors
- Christ Mavrakos, CFPMfp Financial Services, LLC
- Joseph Fernandez, CFPPrincipal Securities, INC.
- Jordan Mavrakos, ChFCMfp Financial Services, LLC
- Jerrold Slutzky, CFPLPL Financial LLC
- Jason White, CFP