Ross Smyth is a CFA-designated registered investment advisor at Glassy Mountain Advisors, INC., based in Brevard, NC, with 19 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 122 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are also charged on client assets on margin and on accrued interest. Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
Brevard, NC
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 Activities
Ross is a managing director at Edgemoor Investment Advisors, Inc., a registered investment advisor, since 2005. This role takes nearly all of Ross's time.
Employment History
Current Registrations
Glassy Mountain Advisors, INC.
Previous Registrations
Edgemoor Investment Advisors, INC.
State Registrations2 states
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.