Ross Rubin is a registered investment advisor at Dst Sherpa, based in Radnor, PA, with 17 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 12 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
Radnor, PA
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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
Ross owns Norman Rubin, Inc., an insurance agency dealing with life, disability, long-term care, employee benefits, and health insurance, and also provides general consulting services. He spends about a quarter of his time on this business. Ross is also involved with Alphastar Capital Management and receives referral fees from 1031 Sherpa, LLC.
Employment History
Current Registrations
Dst Sherpa
Alphastar Capital Management
Previous Registrations
Belpointe Asset Management LLC
Wealth Advisory Group, INC.
Bcg Securities, INC.
Bcg Securities, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Simon Capital Management
State Registrations2 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.