Rodger Shute
Rodger Shute is a registered investment advisor at Johnson & Shute Investment Advisors, INC., based in Bothell, WA, with 36 years of industry experience. Rodger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 74 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Individual client fee schedules may vary under special circumstances but are non-negotiable.
Fee Estimator
Location
19125 North Creek Parkway, Suite 120, Bothell, WA, 98011
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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
Johnson & Shute Investment Advisors, INC.
Previous Registrations
Johnson & Shute Investment Advisors, INC.
State Registrations1 state
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