Fon Rogers
Fon Rogers is a CFP-designated registered investment advisor at Equity Advisors of Kentucky INC, based in Lexington, KY, with 8 years of industry experience. Fon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 118 clients with $120M 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 negotiable. Clients may choose an alternative fee structure where the fixed fee is lower and a portion of the growth is paid at year-end. In the case of some long-term clients, lower fees are charged, and occasionally fees are bartered for client services. In special circumstances, work is performed on a pro bono basis.
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.