Roman Skurdal is a registered investment advisor at Ceva Advisors, based in Beavercreek, OH, with 2 years of industry experience. Roman 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, and 1 more. Their firm serves 24 clients with $52M 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 | 1.00% |
Fees are negotiable at Ceva's sole discretion.
Fee Estimator
Location
Beavercreek, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ceva Advisors
State Registrations2 states
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