Advisor at R.W. Roge & Company, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
R.W. Roge & Company, Inc
Location
Bohemia, NY 11716
Credentials
CFP®, Series 63
Industry experience
8 years
Based on R.W. Roge & Company, Inc
Based on R.W. Roge & Company, Inc
Plan. Achieve. Live. one-time initial set-up and financial planning fee of $3,800; StrategicAccess one-time set-up and investment policy statement fee of $750.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$450 per hour for work completed if terminating during planning or account set-up phase.
Account minimum: $200,000 Fee-only: Financial Planning Only: $450/month for single person, $500/month for couple, plus $50/month if net worth > $3 million.
One Corporate Drive, Suite 101
Bohemia, NY 11716
New York
R.W. Roge & Company
2018 - Present (8 years)
Cadaret, Grant & Co., Inc.
2015 - 2018 (3 years)
RLB Wealth Planning, Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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