Roger Wittenberg
Roger Wittenberg is a registered investment advisor at Bodhi Tree Capital Management, LLC, based in Incline Village, NV, with 13 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bodhi Tree Capital Management generally does not charge fees based on the value of your portfolio. Instead, they charge an incentive fee, which is a percentage of the gains achieved in your account each quarter.
For family members with accounts under $1 million, there is no incentive fee. For family member accounts over $1 million, the incentive fee is 10% of the gain achieved each quarter.
Location
Incline Village, NV
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Regulatory History
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 →Other Business Activities
Roger is the CEO of International Supply Consortium LLC, a non-investment real estate company. He spends a few hours per week on this activity.
Employment History
Current Registrations
Bodhi Tree Capital Management, LLC
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.