Rogers Consulting Associates provides ongoing investment management based on your financial situation and goals. They also offer financial planning services, creating written plans covering investment, retirement, insurance, tax, and education planning. Rogers Consulting Associates manages investments for a private fund, R&A Investment Strategies, LP, for accredited investors. They tailor their services to your individual needs and allow you to place reasonable restrictions on your account.
Fee Structure
Rogers Consulting Associates charges an annual fee of 1.25% of your portfolio, billed quarterly in advance. There is a $2,000,000 minimum account size. Fees are negotiable based on several factors. Rogers Consulting Associates also manages a private investment fund, R&A Investment Strategies, LP, charging a 3% annual fee, billed quarterly in advance.