Derek Ross
Derek Ross is a registered investment advisor at LPL Financial LLC, based in Novi, MI, with 29 years of industry experience. Derek is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
41875 West 11 Mile Rd, Ste 205, Novi, MI, 48375
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Derek is involved in several outside business activities. He works with Genesis Financial Partners, sells non-variable insurance products, is a part-time shipping director for Fluff & Tuff, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial NetworkBroker
Sky Investments, INC.Broker
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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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