Patrick Rogers
Patrick Rogers is a registered investment advisor at Prosperity - an Eisneramper Company, based in Iselin, NJ, with 14 years of industry experience. Patrick 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 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
Location
111 Wood Avenue South, Suite 110, Iselin, NJ, 08830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick works full-time as a Senior Relationship Manager at Prosperity - An EisnerAmper Company, focusing on client relationship management. He also works as a Wealth Advisor for Prosperity an EisnerAmper Company, dedicating about a quarter of his time to providing advice to clients.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLCBroker
Previous Registrations
Eisneramper Wealth Management & Corporate Benefits, LLC
Apw Capital, INC.Broker
AXA Advisors, LLCBroker
Scottrade, INC.Broker
State Registrations5 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.