H Roggen is a registered investment advisor at Oneseven, based in Beachwood, OH, with 45 years of industry experience. H operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (8)
Customer Dispute
May 2025Customer Dispute
October 2009Customer Dispute
October 2009Customer Dispute
June 2009Customer Dispute
November 2008Customer Dispute
May 2008Customer Dispute
April 2005Customer Dispute
April 1987Other Business ActivitiesSells Insurance
H is an agent for Blue Cross Blue Shield of Texas, Nationwide, and United Health Care, primarily to write group health insurance or handle occasional fixed insurance requests. H is also a partner in L Roggen Travel, providing financing and administrative support, and an independent contractor for HTR Wealth Management.
Employment History
Current Registrations
Oneseven
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
Prudential Securities IncorporatedBroker
Cowen Securities INC.Broker
Cowen & CO.Broker
Rotan Mosle INC.Broker
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.