MR
MR

Michael Rodgers

31 Years of Experience
Doylestown, PA

Michael Rodgers is a registered investment advisor at Rodgers Brothers, INC., based in Doylestown, PA, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 508 clients with $960M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
508 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$964.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

200 South Clinton St., Suite 201, Doylestown, PA, 18901

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael is the president and owner of Tinicum REO Capital, Inc., a consulting firm specializing in real estate advisement and management, since 1998. He spends a few hours per week on this activity during securities trading hours.

Employment History
Current Registrations
Rodgers Brothers, INC.
February 2004 - Present · 22 yrs 3 mos
Previous Registrations
Rodgers Brothers, INC.Broker
May 1998 - October 2023 · 25 yrs 5 mos
Barclays Capital INC.Broker
September 1994 - April 1998 · 3 yrs 7 mos
State Registrations2 states
PATX
Advisor

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
No exam information available for this advisor.
Michael Rodgers - Financial Advisor | TrueAdvisor