Rhona Vogel is a registered investment advisor at Vogel Consulting, LLC, based in Brookfield, WI, with 23 years of industry experience. Rhona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $40.0M | 0.40% |
| $40.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable for aggregated assets above certain levels. Another pricing structure may exist for clients of Vogel as of 8/4/10.
Fee Estimator
Location
3415 Gateway Road, Brookfield, WI, 53045
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business Activities
Rhona is the president of Vogel Consulting Group, S.C., a CPA firm, since 1993. She dedicates a few hours per week to executive and administrative duties.
Employment History
Current Registrations
Vogel Consulting, LLC
State Registrations4 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.