Adam Rogers is a CFA-designated registered investment advisor at Marble Wealth, LLC, based in Montgomery, AL, with 3 years of industry experience. Adam 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 314 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marble Wealth charges a percentage of your portfolio each year. The rate ranges from 0.35% to 1.00% annually, based on the average market value of your investments during the prior month. Fees are paid monthly, in advance. The specific fee may be negotiable.
Location
4137 Carmichael Road, Suite 210, Montgomery, AL, 36106
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Regulatory History
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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Adam is the owner/manager of Rogers & Stabler Properties, LLC, investing in single-family residential real estate since 2018. He is also a passive investor in CCDT Properties, LLC, which is purchasing apartment complexes.
Employment History
Current Registrations
Marble Wealth, LLC
Previous Registrations
Sanctuary Advisors, LLC
State Registrations1 state
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