Rogan & Associates manages investment portfolios and provides financial planning services tailored to each client's individual needs and goals. Rogan & Associates evaluates your financial situation, risk tolerance, and time horizon to build a customized investment strategy using mutual funds, exchange-traded funds, stocks, bonds, and other investments. Their services cover cash flow analysis, debt management, lifestyle planning, and asset allocation. Rogan & Associates also sponsors a wrap fee program and can recommend third-party money managers or platforms when appropriate. In addition to investment management, Rogan & Associates operates as a licensed insurance agency and can recommend insurance products. Rogan & Associates is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable and can be up to 2.25% per year depending on assets and complexity.