Elizabeth Rogers is a CFA-designated registered investment advisor at Angeles Wealth Management, LLC, based in New York, NY, with 15 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 178 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Angeles Wealth Management charges a fee based on the value of your portfolio, ranging from 0.50% to 1% annually. The firm generally accepts clients with a minimum account size of $5 million, which would generally create a minimum fee of $50,000. Fees are typically paid quarterly in advance.
Location
375 Park Avenue, Suite 2209, New York, NY, 10152
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Angeles Wealth Management, LLC
Previous Registrations
Ellevest
J.P. Morgan Securities LLCBroker
J.P. Morgan Institutional Investments INC.Broker
State Registrations3 states
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