Gregory Roberto is a registered investment advisor at Everhart Advisors, based in Miamisburg, OH, with 12 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,534 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may vary among different clients.
Fee Estimator
Location
2 Prestige Place Suite 130, Miamisburg, OH, 45342
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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 →Other Business Activities
Gregory is involved in several outside business activities, including marketing and strategy consulting for startups, real estate rental through The Rena Company LLC and Back Forty Holdings, and board positions at Victory Project and YMCA of Greater Dayton. These activities require minimal time commitment each month.
Employment History
Current Registrations
Everhart Advisors
Previous Registrations
Foreside Fund Services, LLCBroker
Ross, Sinclaire & Associates, LLCBroker
State Registrations1 state
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.