Taj Rohr
Taj Rohr is a registered investment advisor at Rohr Capital Management, based in Parkersburg, WV, with 12 years of industry experience. Taj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 283 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rohr Capital Management charges a quarterly management fee, paid in advance, based on the value of your portfolio. The annual fee ranges from 0.50% to 2.50%, depending on the complexity and scope of your assets. This fee is negotiated at the advisor's discretion.
Location
2801 Dudley Avenue, Suite B, Parkersburg, WV, 26101
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2019Customer Dispute
April 2018Customer Dispute
September 2017Employment Separation After Allegations
June 2017Other Business ActivitiesSells Insurance
Taj is the president of Taj Rohr Ministries Inc., a non-profit music ministry, and spends about 10-20% of their time on it. Taj is also a licensed insurance agent selling insurance products, provides tax preparation services about a quarter of their time, and owns a real estate LLC, spending a few hours per week on it.
Employment History
Current Registrations
Rohr Capital Management
Previous Registrations
Lazari Capital Management, INC.
Chalice Wealth Advisors
Niagara International Capital LimitedBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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.