Naomi Roberts is a registered investment advisor at Yarger Wealth Strategies, LLC, based in Westerville, OH, with 22 years of industry experience. Naomi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 201 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yarger Wealth charges a percentage of your portfolio annually for wealth management services. The fee ranges from 0.50% to 1.25% based on the scope and complexity of services, the amount you invest, whether financial planning is included, and the overall relationship. Fees are paid quarterly in advance. The fees may be negotiable. Yarger Wealth may recommend independent managers, but does not earn compensation from them. The total blended fee will not exceed 2.00% annually. There is a $2,500 minimum annual fee.
Location
140 Dorchester Square S., Suite B, Westerville, OH, 43081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Yarger Wealth Strategies, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Freedom One Investment Advisors, INC.
Sentinel Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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