Michael Ross
Michael Ross is a CFP-designated registered investment advisor at Financial Connection, INC, based in Boca Raton, FL, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3M+ | 0.65% |
These rates apply to Growth Accounts. Income Accounts have lower rates: First $100,000: 0.65%, Next $400,000: 0.50%, Next $2,500,000: 0.35%, Over $3,000,000: 0.25%. The firm reserves the right to negotiate different fee schedules on a selective basis and offers discounts for current financial planning clients.
Fee Estimator
Location
7000 W Palmetto Park Rd, Suite 210, Boca Raton, FL, 33433
Get directionsHistory
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 ActivitiesSells Insurance
Michael is the president of Broker Connection Inc., a brokerage insurance general agency, since 1997. He is also the president of Financial Connection Inc. since 1988, working as a registered investment advisor, employee benefits consultant, and financial planner, spending more than full-time hours on these activities.
Employment History
Current Registrations
Financial Connection, INC
State Registrations1 state
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