Robert Herman is a registered investment advisor at Logix Investments LLC, based in Cincinnati, OH, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 164 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Logix Investments charges an annual fee for managing your investment portfolio, billed quarterly. The fee ranges from 0.35% to 1.25% of the value of your portfolio, depending on the size, asset mix, and complexity of your account. The specific fee will be detailed in your Investment Advisory Agreement.
Location
Cincinnati, OH
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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.
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Robert is the Chief Investment Officer for Logix and Chairman of Bull Harbor Capital, both affiliated with GFP.
Employment History
Current Registrations
Logix Investments LLC
Bull Harbor Capital LLC.
Gfp Private Wealth
Previous Registrations
Logix Investment Management
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.