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Nicholas Edmund Roth

Foster & Motley Inc.

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About Nicholas Edmund Roth

Nicholas Roth is a registered Investment Advisor Representative with Foster & Motley Inc. Nicholas is a Certified Financial Planner® professional who holds the Series 65 license. Nicholas is a highly motivated financial professional who is dedicated to providing personalized financial advice and wealth management solutions to individuals and families. With a strong focus on education and client communication, Nicholas strives to help clients achieve their financial goals. Nicholas has extensive experience in financial planning, portfolio management, and retirement planning. Nicholas's dedication to client service and commitment to excellence have earned him a reputation as a trusted and respected advisor in the Cincinnati community.

Firm Information

Nicholas Roth is currently registered with Foster & Motley Inc.. Foster & Motley Inc. is a registered investment advisor headquartered in Cincinnati, OH. The firm manages approximately $2.27 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm offers a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals and businesses.
Foster & Motley Inc.

7755 MONTGOMERY ROAD

CINCINNATI, OH 45236

$2.27B

Assets Under Management

45

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Roth’s Registration & Firm History

OH

04/03/2018 - Present

Foster & Motley Inc. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 04/03/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Edmund Roth.
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