JR
JR

John Rogers

22 Years of Experience
Manchester, TN

John Rogers is a registered investment advisor at Laffer Tengler Investments, INC., based in Manchester, TN, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 276 clients with $800M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
276 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$800.1M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.15%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $20.0M0.75%
$20M+0.75%

Fees for accounts over $20,000,000 are negotiable. Wrap fee program advisory portions generally range from 0.20% to 0.55%.

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

Location

Manchester, TN

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 →
Employment History
Current Registrations
Laffer Tengler Investments, INC.
December 2006 - Present · 19 yrs 10 mos
Previous Registrations
The Jumper Group, INC.
July 2004 - December 2011 · 7 yrs 5 mos
State Registrations1 state
TN
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.
More Advisors