Alan Merritt Ross

Advice and Planning Services

17 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Advice and Planning Services

Compensation

Fee-Only (AUM)

Firm Size

1499 advisors

Number of Clients

72,807 clients

Average Client Portfolio

$472K average

Assets Under Management

$34.3B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $150K	1.15%
$150K - $300K	1.00%
$300K - $750K	0.85%
$750K - $1.0M	0.75%
$1.0M - $1.5M	0.70%
$1.5M - $3.0M	0.65%
$3.0M - $4.0M	0.60%
$4.0M - $5.0M	0.50%
$5M+	0.40%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

8500 Andrew Carnegie Blvd., Charlotte Hub, Charlotte, NC, 28262

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History

Regulatory History (1)

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