Rodgers Brothers Inc. offers investment advisory services through portfolio management tailored to the client's objectives. Their management includes day-to-day investment decisions and longer-term asset allocation. Rodgers Brothers' investment style is value-oriented. Portfolios are constructed based on the client's objectives for individuals, financial institutions, and other entities. All client assets are managed on a discretionary basis.
Assets Under Management$960M
Clients508
Advisors9
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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