Advisor at Roseheart Investment Advisors, LLC
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
Roseheart Investment Advisors, LLC
Location
Ho Ho Kus, NJ
Credentials
Series 63, Series 65
Industry experience
13 years
Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Roseheart Investment Advisors since 2012, following a 21-year tenure at Roseheart Associates, LLC. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, developing written Investment Policy Statements tailored to each client’s goals, tax considerations, and risk tolerance. The firm employs a blend of fundamental and technical analysis across various asset classes and uses both long-term and active trading strategies, managing assets internally with a concentrated client base.
Based on Roseheart Investment Advisors, LLC
$1 - $999,999: 1.50% $1,000,000 - $2,999,999: 1.25% $3,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.75% $20,000,000+: 0.50%
Fee-only: Fees are based on assets under management; no commissions; no performance fees.
Ho Ho Kus, NJ
New Jersey
Roseheart Investment Advisors (161782)
2012 - Present (14 years)
Roseheart Associates, LLC
1995 - 2016 (21 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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