Jeffrey Rogers
Jeffrey Rogers is a registered investment advisor at PNC Wealth Management, based in Perryville, MD, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.
Fee Estimator
Location
5405 Pulaski Highway, Perryville, MD, 21903
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Jeffrey is a principal at Big Country LLC, an activity not related to investments. He spends minimal time on this activity during trading hours.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
AXA Advisors, LLCBroker
Mony 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.