Timothy Rogers is a registered investment advisor at Rogers Investment Advisors, LLC, based in Palo Alto, CA, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rogers Investment Advisors (RIA) manages investments for a fee based on a percentage of your portfolio. This fee typically ranges from 0.480% to 2.20% per year. The exact percentage is negotiable and depends on the services you need. There is also an annual minimum fee. You'll pay this fee in quarterly installments, based on the value of your portfolio at the beginning or end of each quarter.
Location
Palo Alto, CA
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
Rogers Investment Advisors, LLC
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.