RODGERS & ASSOCIATES
Lancaster, Pennsylvania
3.4
7 Reviews
Rodgers & Associates is a reputable investment advisory firm based out of Lancaster, PA. With a dedicated team of 18 employees, including 12 investment advisors, they provide comprehensive financial services to a diverse clientele. On average, each investment advisor manages approximately $102,260,000 in assets under management, aligning with industry standards.
The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexible approach ensures that clients can choose the most suitable payment method for their specific needs....
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Assets Under Mgmt
$1.2B
Investment Professionals
12
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Disclosures
Do any of the events below involve you or any of your supervised persons?
Charged with a felony (10 yrs)
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