Ross Kirwan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 16 years of industry experience. Ross is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
6101 Carnegie Blvd. Suite 520, Charlotte, NC, 28209
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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 Activities
Ross operates under the DBA Carnegie Private Wealth for his LPL business. This activity is investment-related and takes up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pgim Investments LLC
Prudential Investment Management Services LLCBroker
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
Fs2 Capital Partners, LLCBroker
Wells Investment Securities,inc.Broker
State Registrations15 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.
Exams
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