Advisor at McDowell Associates Investments, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McDowell Associates Investments, LP
Location
Greensburg, PA 15601
Credentials
Series 65
Industry experience
7 years
Cameron Roth is a financial advisor with McDowell Associates Investments, LP, holding a Series 65 designation and seven years of industry experience. He is also a part owner and portfolio manager of THOR Financial Technologies, LLC, which manages the publicly traded THLV ETF. Roth’s prior experience includes roles at Kattan Ferretti Financial and Albatross Capital. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, employing a long-term investment approach supported by various analytical methods. The firm is notable for principals' direct involvement with affiliated investment product providers and may adjust advisory fees for clients invested in those products.
Based on McDowell Associates Investments, LP
Financial planning fees are based on fixed fees as documented in Exhibit II of the Financial Planning Agreement
$0 - $1,000,000: No greater than 1.5% $1,000,000+: Negotiable
Fee-only: Annual fees based on assets under management; fees are negotiable; additional 0.25% annual platform fee for proprietary active investment models
327 W. Pittsburgh Street
Greensburg, PA 15601
Pennsylvania
McDowell Associates Investments, LP
2021 - Present (5 years)
Kattan Ferretti Financial L.P.
2021 - Present (5 years)
Thor Financial Technologies
2020 - Present (6 years)
Albatross Capital, LLC
2019 - Present (7 years)
Kattan Ferretti Financial L.P.
2018 - Present (8 years)
Kattan Ferretti Financial
2017 - Present (9 years)
N/a
2016 - 2017 (1 year)
Student
1998 - 2016 (18 years)
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