Jade Rossback is a registered investment advisor at Ai Alpha LLC, based in Grand Rapids, MI, with 12 years of industry experience. Jade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Fee is negotiable.
Fee Estimator
Location
4981 Cascade Road, Suite C, Grand Rapids, MI, 49546
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 ActivitiesSells Insurance
Jade is self-employed and independently sells annuities and life insurance since 2001. These sales occur very infrequently, taking minimal time each month.
Employment History
Current Registrations
Ai Alpha LLC
Wealthspan Investment Management, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Formula Folio Investments
Advisory Alpha, LLC
Cetera 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.