Brian Ross
Brian Ross is a registered investment advisor at Freedom Financial Advisors, LLC, based in South Charleston, WV, with 3 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Freedom Financial Advisors manages your money, the annual fee ranges from 0.50% to 3.00% of your account value, depending on the size and complexity. This fee is negotiable and paid quarterly.
Location
1211 Jefferson Rd., South Charleston, WV, 25309
Get directionsHistory
Regulatory History (4)
Judgment / Lien
January 2010Judgment / Lien
January 2010Judgment / Lien
October 2009Judgment / Lien
May 2009Other Business ActivitiesSells Insurance
Brian sells fixed annuities and life insurance through Freedom Financial Insurance Group, dedicating about half of his time. He also provides educational services through Freedom Federal Educators, spending about 10-20% of his time.
Employment History
Current Registrations
Freedom Financial Advisors, LLC
State Registrations1 state
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.