Hubert Ross
Hubert Ross is a CFP, ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Destin, FL, with 22 years of industry experience. Hubert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
151 Regions Way, Suite 2C, Destin, FL, 32541
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
Hubert operates his LPL business under the DBA Polaris Wealth Management and provides financial planning and asset management through Private Advisor Group, LLC, spending nearly full-time on this. He also sells non-variable insurance through First Protective Insurance Group, dedicating minimal time to it.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations14 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
More Advisors
- Stephanie Duffield, CFPEdward Jones
- Jonathan Slater, CFPRfg Advisory, LLC
- Todd Sensing, CFA, CFPFarther
- Megan Caulfield, CFP
- Bennett Stein, CFPStein Financial LLC
- Jared Neal, CFPRaymond James & Associates, INC.