Robert Hertsenberg
Robert Hertsenberg is a registered investment advisor at Marsh Financial Group, based in Cincinnati, OH, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 92 clients with $9.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MFG charges a percentage of your portfolio's value each quarter. The annual fee ranges from 0.50% to 1.50%, depending on the size and complexity of your account. Accounts with multiple objectives, specific reporting requirements, or portfolio restrictions may be charged a higher fee. Fees may be negotiable.
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance agent with Hertsenberg Financial Services, where he is the owner and principal representative. This is Robert's primary business and takes the majority of his time.
Employment History
Current Registrations
Marsh Financial Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.