Patrick Ross
Patrick Ross is a registered investment advisor at Rossjohnson & Associates, LLC, based in Plymouth, MN, with 32 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 271 clients with $170M 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 $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
3380 Annapolis Lane, N B-100, Plymouth, MN, 55447
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
Patrick is a field representative for Guardian and Park Avenue Securities, earning commissions from life and disability sales and managing assets through SEI Trust and Park Avenue Securities. He also owns a rental cabin and is a beneficial owner of inherited land, each requiring minimal time.
Employment History
Current Registrations
Rossjohnson & Associates, LLC
Previous Registrations
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
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.