Roger Elmer is a CFA, CFP-designated registered investment advisor at Realm Investment Consulting LLC, based in Cary, NC, with 12 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 84 clients with $76M 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 $1.0M | 0.50% |
| $1M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
2500 Regency Parkway, Cary, NC, 27518
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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
Roger is a CPA and managing member of R. Ron Elmer CPA PLLC, and some clients may overlap with his advisory clients. Roger also writes, publishes, and sells investment-related books through InvestorCookbooks.com.
Employment History
Current Registrations
Realm Investment Consulting LLC
Previous Registrations
Bb&t Asset Management, INC.
State Registrations2 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.