Cort Rogers is a registered investment advisor at Masonboro Advisors, based in Wilmington, NC, with 2 years of industry experience. Cort operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 206 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.25% |
Fees may be negotiated based on the nature of services, complexity of the client’s situation, pre-existing relationships, or other special circumstances.
Fee Estimator
Location
5815 Oleander Drive, Suite 260, Wilmington, NC, 28403
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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
Cort works as an independent stuntman, dedicating minimal time to this role. He also coaches a high school lacrosse team, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Masonboro Advisors
State Registrations3 states
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