Steven Roge is a CFP-designated registered investment advisor at R.W. Roge & Company, INC, based in Beverly, MA, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 332 clients with $420M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are not negotiable. Includes initial set-up fee of $3,800 for the primary private client service.
Fee Estimator
Contact
Steven Roge
Location
900 Cummings Ctr, Suite 321-T, Beverly, MA, 01915
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
Steven is an adjunct clinical instructor at New York Institute of Technology (NYIT) College of Osteopathic Medicine, teaching a class on budgeting, student loans, credit, insurance, investing, and financial decision-making. He dedicates minimal time to this pro-bono activity.
Employment History
Current Registrations
R.W. Roge & Company, 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.
Exams
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