Roger Fuller
Roger Fuller is a CFP-designated registered investment advisor at Omnistar Financial Group, INC., based in Wilmington, NC, with 18 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 261 clients with $290M 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 $300K | 2.00% |
| $300K - $500K | 1.75% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable based on client circumstances, services provided, and firm expertise. Household accounts may be combined to reach lower fee tiers.
Fee Estimator
Location
1712 Eastwood Road, Suite 212, Wilmington, NC, 28403
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2010Employment History
Current Registrations
Omnistar Financial Group, INC.
Previous Registrations
Omnistar Financial Group, INC.
Stifel, Nicolaus & Company, Incorporated
Oppenheimer & CO. INC.
Stanford Group Company
Wachovia Securities, LLC
State Registrations1 state
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
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