Bret Rodgers is a registered investment advisor at Rodgers Capital Management, LLC, based in Canton, OH, with 14 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Canton, OH
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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
Bret is employed at NDSI as a disability aid, assisting handicapped people with day-to-day activities since 2012. This takes nearly full-time hours each month and is not investment-related.
Employment History
Current Registrations
Rodgers Capital Management, LLC
Previous Registrations
Rodgers Capital Management, LLC
Legacy Investment Group, LLC
Chase Investment Services CORP.
Morgan Stanley Smith Barney LLC
State Registrations1 state
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