R.W. Rogé & Company is a wealth management firm that offers portfolio management, retirement planning, and comprehensive financial planning for individuals, families, and businesses. The firm builds personalized investment strategies using Modern Portfolio Theory and proprietary research methods. For their flagship private client service, R.W. Rogé & Company combines ongoing investment management with holistic financial planning covering areas such as taxes, estate planning, insurance, and college funding. They also offer institutional portfolio services, 401(k) consulting for business owners, and standalone financial planning.
Assets Under Management$420M
Clients332
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$100M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are not negotiable. Includes initial set-up fee of $3,800 for the primary private client service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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