Darin Roth is a registered investment advisor at Cambier Capital, LLC, based in Wheaton, IL, with 11 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 93 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees are negotiable and generally range between 0.25% and 1.25% (25 to 125 basis points) depending on client type, account complexity, and total assets managed.
Fee Estimator
Location
Wheaton, IL
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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 →Employment History
Current Registrations
Cambier Capital, LLC
Previous Registrations
Stenger Family Office, LLC
Morgan Stanley
Morgan StanleyBroker
Guggenheim Funds Distributors, LLCBroker
Guggenheim Investments
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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
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