Roger Denha is a registered investment advisor at Skyoak Wealth, based in Naples, FL, with 25 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 450 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees vary based on account size, time necessary to manage, asset mix, and scope of work, ranging from as low as 0.05% to as high as 1.95%. Fees may be negotiated at the firm's discretion.
Fee Estimator
Location
Naples, FL
Get directionsHistory
Regulatory History (1)
Regulatory
August 2018Employment History
Current Registrations
Skyoak Wealth
Previous Registrations
Bks Advisors, LLC
Brandt, Kelly & Simmons Securities, LLCBroker
Linsco/private Ledger CORP.Broker
The Ohio CompanyBroker
T. I. Investments, INC.Broker
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.
Exams
More Advisors
- Nila Mohibi, ChFCEdward Jones
- Kodie Fridley, CFPMorgan Stanley
- Tyler Holes, CFPHbks Wealth Advisors
- Nicholas Petralia, CFPLPL Financial LLC
- Richard Simpson, CFP, ChFCMoran Wealth Management, LLC
- Timothy Evanson, CFPLPL Financial LLC