Donald Ross
Donald Ross is a registered investment advisor at Ross Wealth Advisors, LLC, based in Columbus, OH, with 20 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 253 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ross Wealth Advisors charges an annual fee for managing your investments, ranging from 1.00% to 1.45%. For portfolios up to $1,500,000, the fee is 1.45%, with Ross Wealth Advisors receiving 1.10% and AE Wealth Management receiving 0.35%. Fees for portfolios over $1,500,000 are negotiable. Fees are billed monthly at the end of the billing period, based on the average daily balance of your account.
Location
1093 Fishinger Road, Columbus, OH, 43221
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2009Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Donald is an agent selling fixed insurance products since 2003 through Ross Wealth Advisors. This activity takes up nearly full-time.
Employment History
Current Registrations
Ross Wealth Advisors, LLC
Previous Registrations
Tounjian Advisory Group, LLC
Signature Investments, INC.
Sicor Securities INC
Global Financial Private Capital, LLC
Park Avenue Securities LLC
American Express Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.