WebsterRogers Financial Advisors (WRFA) works with clients to determine their investment objectives and risk profile, then implements a suitable investment plan. WRFA primarily uses mutual funds and exchange-traded funds (ETFs). WRFA manages client portfolios on a discretionary or non-discretionary basis. WRFA also consults with clients on various financial areas including income and estate tax planning, college financing planning, and retirement planning. WRFA also provides advisory services to retirement plans.
Assets Under Management$460M
Clients328
Advisors7
Avg. per Client$1.4M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, account minimums, and their applications to family relationships are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...