Roger Leibowitz is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 26 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173
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Regulatory History
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
Roger is a member of the Morris Brown College Foundation Advisory Board, providing occasional input into their decisions. This requires minimal time and is not investment-related.
Employment History
Current Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Cabot Lodge Securities LLCBroker
Cl Wealth Management LLC
Previous Registrations
Allied Beacon Partners, INC.Broker
Cbs Advisors, LLC
Community Bankers Securities, LLCBroker
Compulife Investor Services, INC.Broker
State Registrations3 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.