Roger Woodruff
Roger Woodruff is a ChFC-designated registered investment advisor at Strategic Blueprint, LLC, based in Lewisburg, WV, with 48 years of industry experience. Roger 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 3,742 clients with $2.7B 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 $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
Lewisburg, WV
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Roger is a partner in Commonwealth Properties, a business rental property, and spends minimal time on bookkeeping. He also works as an agent selling fixed annuities, long-term care, disability income, health, and life insurance, dedicating a few hours per week. Roger spends full-time hours on financial services and practice management through Life Income.
Employment History
Current Registrations
Strategic Blueprint, LLC
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Commonwealth Financial Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
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.