Doris Roberts
Doris Roberts is a registered investment advisor at Ch Douglas & Gray Wealth Management, based in Indianapolis, IN, with 15 years of industry experience. Doris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 175 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. Fees on fixed-income oriented portfolios or the fixed income portion of accounts may be lower depending on the strategy pursued and the investment selections associated with that strategy.
Fee Estimator
Location
7040 N College Ave, Indianapolis, IN, 46220-1073
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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 Activities
Doris works as an auditor in Merriville, IN. This activity takes about a quarter of her time.
Employment History
Current Registrations
Ch Douglas & Gray Wealth Management
Previous Registrations
New England Securities Corporation
State Registrations1 state
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