William Rogers
William Rogers is a registered investment advisor at Ameriprise Financial Services, LLC, based in Augusta, GA, with 33 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
116 Cooper Dr Ste B, Augusta, GA, 30907-0007
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
William owns commercial real estate, manages staff and office costs through Evans Office LLC, and owns a real estate holding company (Hess Homes LLC) and a holding company for office rental property (Monument Financial LLC). He also provides pro bono financial planning through Homes for Our Troops and plans to author a book on improving financial life.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations30 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.