Krista Rogers is a PFS-designated registered investment advisor at Rogers Consulting Associates, INC., based in St. Louis, MO, with 13 years of industry experience. Krista operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rogers Consulting Associates charges an annual fee of 1.25% of your portfolio, billed quarterly in advance. There is a $2,000,000 minimum account size. Fees are negotiable based on several factors. Rogers Consulting Associates also manages a private investment fund, R&A Investment Strategies, LP, charging a 3% annual fee, billed quarterly in advance.
Location
121 Hunter Ave, Suite 100, St. Louis, MO, 63124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Krista is a Director, SEC/Treasurer at Rogers and Associates PC, a public accounting firm, since 2004. She dedicates a few hours per week to providing financial planning, tax preparation, accounting, and senior management services.
Employment History
Current Registrations
Rogers Consulting Associates, INC.
Previous Registrations
Rogers & Associates P.C.
State Registrations1 state
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