Sally Rogers is a registered investment advisor at Rogers Consulting Associates, INC., based in St. Louis, MO, with 6 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rogers Consulting Associates charges an annual fee of 1.25% of your portfolio, billed quarterly in advance. There is a $2,000,000 minimum account size. Fees are negotiable based on several factors. Rogers Consulting Associates also manages a private investment fund, R&A Investment Strategies, LP, charging a 3% annual fee, billed quarterly in advance.
Location
121 Hunter Ave, Suite 100, St. Louis, MO, 63124
Get directionsHistory
Regulatory History
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 →Other Business Activities
Sally is a CPA-Shareholder/Director at Rogers & Associates P.C., a CPA firm. This is a full-time commitment for Sally.
Employment History
Current Registrations
Rogers Consulting Associates, INC.
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.