JR
CFA
JR
CFA

James Morgan Rogers

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
156 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$265.9M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
Loading...

Location

3 Executive Park Drive, Suite 261, Bedford, NH, 03110

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Aurelius Family Office, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Accelerated Wealth Advisors LLC
April 2021 - October 2022 · 1 yr 6 mos
Raymond James & Associates, INC.
May 2014 - October 2015 · 1 yr 5 mos
Alliancebernstein L.P.
November 2013 - April 2014 · 5 mos
Edward Jones
November 2012 - September 2013 · 10 mos
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.
James Morgan Rogers - Financial Advisor | TrueAdvisor