Ashley Boggs is a registered investment advisor at Rohr Capital Management, based in Parkersburg, WV, with 3 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 283 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rohr Capital Management charges a quarterly management fee, paid in advance, based on the value of your portfolio. The annual fee ranges from 0.50% to 2.50%, depending on the complexity and scope of your assets. This fee is negotiated at the advisor's discretion.
Location
2801 Dudley Avenue, Suite B, Parkersburg, WV, 26101
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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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Ashley is the President of Problem-Solving Math, LLC, providing educational support services, dedicating about a quarter of her time. Ashley also works as an independent tax return preparer, spending a few hours per week on bookkeeping and tax preparation.
Employment History
Current Registrations
Rohr Capital Management
State Registrations2 states
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