Rogerella Butler Kasimir

Principle Wealth

28 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth

Principle Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

1,093 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$2.7B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

670 Boston Post Road, Madison, CT, 06443

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Rogerella is insurance licensed and manages a real estate rental property through a CT LLC called 15 Grandview Terrace LLC, dedicating minimal time to this activity. The property was inherited from her father.