Adam Rogers is a CFA-designated registered investment advisor at Marble Wealth, LLC, based in Montgomery, AL, with 4 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees range from 0.35% to 1.00% annually based on a sliding scale or negotiation. Cash-only accounts are charged 0.15% annually.
Fee Estimator
Location
4001 Carmichael Road, Suite 240, 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.
Learn about disclosures →Other Business Activities
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
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
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