Roger Weller
Roger Weller is a registered investment advisor at JR Snell Capital Management, LLC, based in Holley, NY, with 12 years of industry experience. Roger 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 63 clients with $31M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients who utilize Altruist Models will also be charged a separate Model Marketplace fee ranging between 0.00% and 1.00%.
Fee Estimator
Location
Holley, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Roger is an independent contractor for United Healthcare, selling health insurance since 2015. He dedicates minimal time to this sales-oriented activity.
Employment History
Current Registrations
JR Snell Capital Management, LLC
Previous Registrations
Waddell & Reed, INC.
State Registrations2 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.