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Asher Rogovy

4 Years of Experience
Bedford Hills, NY

Asher Rogovy is a registered investment advisor at Magnifina, LLC, based in Bedford Hills, NY, with 4 years of industry experience. Asher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 17 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$53.9M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable for client accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Depot Plaza, Suite 103, Bedford Hills, NY, 10507

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Asher is a non-managing member of two real estate investment entities, 679 681 Grandview Holdings LLC and Tower Philly LLC, with minimal time commitment. These entities are for single real estate properties.

Employment History
Current Registrations
Magnifina, LLC
October 2021 - Present · 4 yrs 7 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.