Roger Ingwersen
Roger Ingwersen is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Waltham, MA, with 53 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
800 South Street, Suite 350, Waltham, MA, 02451
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2025Customer Dispute
February 2019Employment History
Current Registrations
Aw Securities
Allworth Financial, L.P.
Aw SecuritiesBroker
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State Registrations10 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.