RF
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Ross Fabregas
22 Years of Experience
Selkirk, NY
5 DisclosuresSells Insurance
Ross Fabregas is a registered investment advisor at Dutch Asset Corporation, based in Selkirk, NY, with 22 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 119 clients with $91M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
119 clients
Average Client Portfolio
$765K average
Assets Under Management
$91.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
113B Jericho Rd, Selkirk, NY, 12158
Get directionsHistory
Regulatory History (5)
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Employment Separation After Allegations
May 2024Customer Dispute
February 2024Settled
Judgment / Lien
June 2023Judgment / Lien
May 2023Judgment / Lien
December 2022Other Business ActivitiesSells Insurance
Ross sells non-variable insurance since 2020 and owns rental real estate since 2003. Both activities are investment-related.
Employment History
Current Registrations
Dutch Asset Corporation
January 2025 - Present · 1 yr 3 mos
Previous Registrations
LPL Financial LLC
November 2020 - June 2024 · 3 yrs 7 mos
LPL Financial LLCBroker
November 2020 - June 2024 · 3 yrs 7 mos
Cambridge Investment Research, INC.Broker
November 2013 - November 2020 · 7 yrs
Cambridge Investment Research Advisors, INC.
November 2013 - November 2020 · 7 yrs
AXA Advisors, LLC
May 2007 - November 2013 · 6 yrs 6 mos
AXA Advisors, LLCBroker
June 2003 - November 2013 · 10 yrs 5 mos
State Registrations1 state
NY
Advisor
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
No exam information available for this advisor.