Rodgers Capital Management provides investment advisory services, focusing on discretionary management of investment portfolios. While Rodgers Capital doesn't offer formal financial planning, they may provide consulting on investment-related matters. Rodgers Capital primarily manages Conservative, Moderate, and Aggressive investment portfolios. They also offer non-discretionary investment management services for employer-sponsored retirement plans.
Assets Under Management$350K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$350K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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