Michael Ross is a CFP-designated registered investment advisor at Independent Financial Partners, based in San Ramon, CA, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
2603 Camino Ramon, Suite 200, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Riggs Capital Management, LLC
Crow Creek Wealth
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Strategic Advisers LLC
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations1 state
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