Advisor at Peterson Rogers Private Wealth, LLC
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Firm
Peterson Rogers Private Wealth, LLC
Location
Salt Lake City, UT 84117
Credentials
CFP®, Series 66
Industry experience
8 years
Benjamin Rogers is a CFP® with eight years of industry experience, currently serving at Peterson Rogers Private Wealth, LLC. His prior experience includes roles at Bank of America, Merrill, and Axxcess Wealth Management, as well as service in the United States Marine Corps. He is also involved with Maddix Holdings LLC. Peterson Rogers Private Wealth provides tailored wealth management and advisory services to family offices, high-net-worth and ultra-high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach that includes public and alternative investments, using third-party managers and the Axxcess Private Asset Platform for consolidated reporting.
Based on Peterson Rogers Private Wealth, LLC
Based on Peterson Rogers Private Wealth, LLC
0.5% to 1.25% annually (negotiable, client-by-client basis)
Fee-only: Annual fee of 0.5% to 1.25% of assets under management, payable monthly in arrears, negotiable per client.
5305 S Highland Drive, Suite 100
Salt Lake City, UT 84117
Texas · Utah
Maddix Holdings LLC
2023 - Present (3 years)
Axxcess Wealth Management, LLC
2022 - Present (4 years)
Bank of America, N.A.
2017 - 2022 (5 years)
Merrill
2017 - 2022 (5 years)
Founders Firm
2017 - 2017 (1 year)
Unemployed
2017 - 2017 (1 year)
United States Marine Corps
2011 - 2017 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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