Rogers Wealth Group provides wealth management and investment portfolio management for high-net-worth individuals, trusts, estates, and institutional clients. Founded in 1995, Rogers Wealth Group focuses on building globally diversified portfolios primarily using low-cost institutional mutual funds and exchange-traded funds. The investment approach avoids market timing and stock picking, instead emphasizing broad diversification across global asset classes, with a particular focus on small-cap and value securities for equities, and high credit quality, short-duration bonds for fixed income. Rogers Wealth Group creates customized investment policy statements for each client to define risk tolerance and goals, and provides ongoing portfolio monitoring, regular review meetings, and quarterly reporting. In addition to investment management, the team includes licensed insurance professionals who can provide insurance-related services upon request.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Includes a $500 one-time setup charge and a $10,000 annual minimum fee floor. Fees are negotiable.