Donald Rogers
Donald Rogers is a registered investment advisor at Infinity Financial Services Advisory, based in Chula Vista, CA, with 59 years of industry experience. Donald 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, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
529 3rd Ave, Chula Vista, CA, 91910
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1993Other Business ActivitiesSells Insurance
Donald owns Don Rogers Tax Service, which is located at the same address as the branch office. He spends a few hours per week on tax preparation and insurance sales, with increased hours from January to April.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
Jeffrey Matthews Wealth Management, LLC
The Jeffrey Matthews Financial Group, L.L.C.Broker
Western Equity Group, INC.
Western Equity Group, INC.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
Equity Programs CorporationBroker
Independent Securities CorporationBroker
Equity Securities CorporationBroker
State Registrations5 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.