CR
CFP
CR
CFP

Christopher Ross

21 Years of Experience
Scranton, PA
1 DisclosureMay Earn Commission

Christopher Ross is a CFP-designated registered investment advisor at Alliance Wealth Advisors, LLC, based in Scranton, PA, with 21 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 677 clients with $600M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
677 clients
Average Client Portfolio
$888K average
Assets Under Management
$601.1M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$600

Alliance Wealth Advisors' investment management fee is negotiated based on the amount you invest. The fee generally ranges up to 1.75% per year. There is a minimum monthly fee of $50 per client relationship. The fee is calculated based on the value of your account at the end of each month and is debited the following month. Fees for funds held at American Funds are calculated quarterly.

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Location

538 Biden Street, Suite 700, Scranton, PA, 18503

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History

Regulatory History (1)
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Customer Dispute
November 2013
Settled
Employment History
Current Registrations
Alliance Wealth Advisors, LLC
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
FsicBroker
May 2017 - March 2018 · 10 mos
Wells Fargo Clearing Services, LLC
April 2015 - June 2017 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
December 2008 - June 2017 · 8 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
September 2004 - April 2007 · 2 yrs 7 mos
State Registrations2 states
PATX
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.