E. Roger Financial Group provides financial planning and investment advisory services. Financial planning can be comprehensive or tailored to individual needs. They advise on retirement planning, estate planning, asset allocation, investment selection, college planning, risk management, personal finance, cash flow analysis, debt management, and small business financial planning. They use long-term financial planning and investment strategies.
Assets Under Management$220K
Clients1
Advisors1
Avg. per Client$220K
Avg. per Advisor$220K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
For small business client Retirement Plan accounts, E. Roger Financial Group will charge 0.45 basis point annually for employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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