Ross Almlie is a registered investment advisor at Future Bright, based in Chandler, AZ, with 16 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 401 clients with $120M 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 | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule is for clients who signed up on or after February 1, 2022. Clients who signed up prior to that date have a different fee schedule: $0 - $500,000: 1.00%, $500,001 – $3,000,000: .80%, $3,000,001 and Over: .60%. The annual fee is negotiable.
Fee Estimator
Location
Chandler, AZ
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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
Ross is an independent insurance agent since 2003, spending about 10-20% of his time on insurance product sales and services. He also spends about 10% of his time as a 50% member of Nouveau Logic, LLC, a legal entity that accepts commissions for referring leads to a financial education and software company.
Employment History
Current Registrations
Future Bright
Previous Registrations
Contego Capital Advisors, LLC
State Registrations6 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.