Alexander Ross
Alexander Ross is a CFP-designated registered investment advisor at Main Street Investment Advisors, LLC, based in Northbrook, IL, with 19 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 144 clients with $250M 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 | 1.00% |
Annual fees range from 0.50% to 1.00% depending on negotiation and account characteristics. Municipal bond accounts are separately negotiated.
Fee Estimator
Location
707 Skokie Blvd, Suite 190, Northbrook, IL, 60062
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 →Employment History
Current Registrations
Main Street Investment Advisors, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
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.
Exams
More Advisors
- Agnes Roach, CFPLPL Financial LLC
- Mason Homsey, CFPCharles Schwab & CO., INC.
- Matt Bauer, ChFCState Farm Investment Management CORP.
- Judith Rossetti, CFAForum Financial Management, LP
- Caroline Sarles, CFPHokin Investment Advisors INC.
- Nicholas Koutris, CFPCharles Schwab & CO., INC.