AR
CFP
AR
CFP

Alexander Ross

18 Years of Experience
Northbrook, IL

Alexander Ross is a CFP-designated registered investment advisor at Main Street Investment Advisors, LLC, based in Northbrook, IL, with 18 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. Their firm serves 144 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
144 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$250.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are set at the discretion of MSIA and as negotiated at the date the account is established. Municipal Bond Accounts will be separately negotiated. The annual fee ranges from 0.50% to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

707 Skokie Blvd, Suite 190, Northbrook, IL, 60062

Get directions

History

Regulatory History
Clean regulatory record

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
October 2017 - Present · 8 yrs 6 mos
Previous Registrations
Morgan Stanley
January 2015 - October 2017 · 2 yrs 9 mos
Morgan StanleyBroker
January 2015 - October 2017 · 2 yrs 9 mos
Credit Suisse Securities (USA) LLC
September 2007 - February 2015 · 7 yrs 5 mos
Credit Suisse Securities (USA) LLCBroker
September 2007 - February 2015 · 7 yrs 5 mos
State Registrations1 state
IL
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.