Bernard Ross
Bernard Ross is a registered investment advisor at Kbr Retirement & Investment Solutions, based in Londonderry, NH, with 25 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 126 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KBR Retirement & Investment Solutions charges an annual management fee based on the value of your portfolio. The fee ranges from 0.25% to 1.55% per year, depending on the investment strategy and the size of your account. These fees may be negotiable. The fee is paid quarterly, either in arrears or in advance, and can be directly withdrawn from your account with your written authorization.
Location
1B Commons Dr, Unit 13A, Londonderry, NH, 03053
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 Activities
Bernard is a manager at Ross Wealth Planning Group LLC, a registered investment advisor, since 2003. He provides comprehensive financial planning and investment management services.
Employment History
Current Registrations
Kbr Retirement & Investment Solutions
Previous Registrations
Cs Planning CORP
Ross Wealth Planning Group, LLC
Park Avenue Securities LLC
Baldwin & Clarke Advisory Services, INC.
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.