Fon Rogers
Fon Rogers is a CFP-designated registered investment advisor at Equity Advisors of Kentucky INC, based in Lexington, KY, with 9 years of industry experience. Fon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 114 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.60% |
Fees are quoted as annual fees and paid quarterly in advance. Alternative performance-based fee options (Alternative 1 with 5% appreciation and Alternative 2 with 10% appreciation) are available for qualified clients in exchange for lower fixed rates. Fees are negotiable.
Fee Estimator
Location
2201 Regency Road, Suite 504, Lexington, KY, 40503
Get directionsHistory
Regulatory History (1)
Regulatory
November 2021Employment History
Current Registrations
Equity Advisors of Kentucky INC
Previous Registrations
Equity Advisors of Kentucky INC
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.
Exams
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