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Cameron Roth

21 Years of Experience
Denver, CO

Cameron Roth is a registered investment advisor at Ceres Capital Management, INC, based in Denver, CO, with 21 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Real Estate Investing, Tax Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Ceres Capital Management generally does not negotiate fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3850 S. Hillcrest Dr., Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cameron works as a legal assistant at Davis and Ceriani, a securities law firm, since 1988. This takes about 10-20% of Cameron's time, with a couple of hours during trading hours.

Employment History
Current Registrations
Ceres Capital Management, INC
December 2004 - Present · 21 yrs 5 mos
Previous Registrations
First Chicago Group, LTD.
November 2002 - March 2003 · 4 mos
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.