Roger Fan is a registered investment advisor at Rf Capital Management, based in Arcadia, CA, with 8 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, there is also a performance-based fee of 20% of capital gains, subject to a loss carryforward.
Fee Estimator
Location
615 Las Tunas Drive, Suite 203, Arcadia, CA, 91007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rf Capital Management
State Registrations1 state
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