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Andrew Rogers

4 Years of Experience
Virginia, MN

Andrew Rogers is a registered investment advisor at Northland Capital Management, based in Virginia, MN, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 283 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
283 clients
Average Client Portfolio
$830K average
Assets Under Management
$235.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The 1.00% fee rate is not negotiable; however, the firm does not charge a fee to manage the accounts of firm personnel or their spouses.

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

401 North 6th Avenue, Suite 220, Virginia, MN, 55792

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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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Employment History
Current Registrations
Northland Capital Management
July 2021 - Present · 4 yrs 10 mos
State Registrations1 state
MN
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.