Matthew Ross
Matthew Ross is a CFA-designated registered investment advisor at Mill Creek Investment Management, based in Salt Lake City, UT, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $12M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Early Mill Creek investors and friends and family of Mill Creek may receive fees that are lower than those shown in the schedule. Clients must meet specific regulatory requirements to be eligible for the performance based schedule.
Fee Estimator
Location
Salt Lake City, UT
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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 Activities
Matthew works in finance and accounting for Salt Lake Mattress & MFG. Co., a mattress manufacturer, since 2013. This takes nearly full-time hours, with minimal time spent during trading hours.
Employment History
Current Registrations
Mill Creek Investment Management
Previous Registrations
Mill Creek Investment Management
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.