Roger Collins is a registered investment advisor at Eversight Wealth LLC, based in Jackson, MS, with 10 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 35 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eversight Wealth charges a flat annual fee of $5,000 for investment management and financial planning. This fee is negotiable in limited circumstances based on the scope of advice and other factors.
Location
Jackson, MS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eversight Wealth LLC
State Registrations2 states
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