Roger Long
Roger Long is a registered investment advisor at Gradient Advisors, LLC, based in Overland Park, KS, with 16 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
12022 Blue Valley Parkway, Overland Park, KS, 66213
Get directionsHistory
Regulatory History (1)
Criminal
March 1996Other Business ActivitiesSells Insurance
Roger is a managing partner at Mid American Insurance Solutions, selling fixed insurance. This activity takes nearly full-time.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Investment Advisors CORP
State Registrations1 state
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.
Exams
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