Ross Ferrin
Ross Ferrin is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Morrison, CO, with 32 years of industry experience. Ross is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
Morrison, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Ross is a silent investor in a golf club rental business and a board member for Outfitters for Christ, spending minimal time on each. He also works with Oakmont Group, interfacing with clients about fixed insurance needs, taking nearly full-time hours.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.
Exams
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