Roger Ma is a CFP-designated registered investment advisor at Lifelaidout LLC, based in Vienna, VA, with 2 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 6 clients with $29M 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 $400K | Included |
| $400K+ | 1.00% |
Investment Management services are included with Comprehensive Financial Planning services at no additional fee for assets under management up to $400,000. A fee of 1% will be assessed on AUM above $400,000.
Fee Estimator
Location
Vienna, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lifelaidout LLC
Previous Registrations
Lifelaidout LLC
State Registrations1 state
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