Roger Rama is a CFA-designated registered investment advisor at Silvercrest Asset Management Group LLC, based in Milwaukee, WI, with 1 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,205 clients with $28B 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 $10.0M | 1.00% |
| $10M+ | 0.60% |
Schedule represents managed balanced portfolios. Fixed income portfolios are 0.40% on the first $10 million and 0.30% on the balance. Cash-only portfolios are 0.20%. Municipal value strategy is 0.65%. Fees are negotiable for larger amounts.
Fee Estimator
Location
790 N. Water Street, Suite 2250, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Silvercrest Asset Management Group LLC
State Registrations1 state
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Exams
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