Roger Cox is a registered investment advisor at Rademacher Financial, INC., based in Kamas, UT, with 39 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 343 clients with $230M 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 | 2.00% |
Annual fees depend on asset size, services provided, and strategy, but will not exceed 2.0% and are negotiable. Annuities included in management are billed separately at a non-negotiable 1.00% annual rate in arrears.
Fee Estimator
Location
Kamas, UT
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 →Other Business Activities
Roger works as an advisor and portfolio manager for individual accounts through Rademacher Financial. This activity takes about half of Roger's time.
Employment History
Current Registrations
Rademacher Financial, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
American Investment Services, INC.Broker
American Investment Services, INC.Broker
Robert Thomas Securities, INCBroker
Walnut Street Securities, INC.Broker
Spelman & CO., INC.Broker
Pfg Securities, INC.Broker
Investacorp, INC.Broker
State Registrations1 state
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
- Bruce Weininger, CFPFocus Partners Wealth, LLC