RE
RE

Roth Eric

11 Years of Experience
Cincinnati, OH

Roth Eric is a registered investment advisor at Hero Investors, LLC, based in Cincinnati, OH, with 11 years of industry experience. Roth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

  • Portfolio MRI — $500, an analysis of a client’s current investments.
One-Time Plan:$500
Loading...

Location

5887 Cornell Road, Suite 5, Cincinnati, OH, 45242

Get directions

History

Regulatory History
Clean regulatory record

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

Roth is the owner of Roth CPA & Associates, LLC, providing tax preparation and accounting services. This takes nearly a full-time commitment, with most of the work occurring during market hours.

Employment History
Current Registrations
Hero Investors, LLC
October 2014 - Present · 11 yrs 7 mos
State Registrations1 state
OH
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.
Roth Eric - Financial Advisor | TrueAdvisor