Rogue Advisors provides investment management, financial consulting, and planning services. They tailor their services to each client's needs, considering factors like investment goals, risk tolerance, and time horizon. They primarily use model portfolios consisting of index mutual funds and exchange-traded funds for diversification. Rogue Advisors also manages held-away accounts, such as defined contribution plans, through a third-party platform.
Fee Structure
Rogue Advisors manages investment accounts for a fee based on a percentage of the assets they manage. The exact fee is negotiable and will be defined in your Investment Advisory Agreement. The annual fee will not exceed 2% of your account value. Fees are calculated at the end of each billing period (monthly or quarterly) and are paid after the period is over. For most accounts, fees are based on the average daily balance. For held-away accounts, fees are based on the balance at the end of the billing period.