Suzanne
Herman
Roberts Wealth Advisors, LLC
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About this Advisor
Suzanne Herman is a financial advisor based in Menlo Park, California, working with Roberts Wealth Advisors, LLC. Suzanne has previously held positions at Powdr Corp, Dealersocket, Restaurant365, and Roberts Wealth Advisors. Suzanne has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Suzanne is part of Roberts Wealth Advisors, LLC, which operates out of Menlo Park, California. The firm has 1 office and 6 employees. The firm manages assets totaling $306.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Roberts Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Roberts Wealth Advisors, LLC Brokerage Details
$306,073,053
6
367
$833,987
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Suzanne Herman Work History
Roberts Wealth Advisors
Restaurant365
Dealersocket
Powdr Corp
Disclosures
Please visit the SEC profile of Suzanne Herman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Roberts Wealth Advisors, LLC
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
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