Ross Anderson
Ross Anderson is a CFP-designated registered investment advisor at Channel Wealth, LLC, based in Santa Barbara, CA, with 16 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,796 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Channel Wealth's annual investment management fee, which includes financial planning, is based on the total value of assets in your account. The fee can be a fixed percentage, tiered, or linear. The annual fee ranges up to 2.0% and is assessed quarterly in advance, based on the daily average balance value. A minimum quarterly fee may apply.
Location
3760 State Street, Suite 201, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2021Customer Dispute
June 2017Other Business ActivitiesSells Insurance
Ross is an insurance agent since 2013, dedicating about 10-20% of his time to providing insurance quotes and sales. He also serves as a board member for Good Shepherd Lutheran Church Foundation and is the President of RLA Financial Services, Inc., spending minimal time on each.
Employment History
Current Registrations
Channel Wealth, LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Signature Resources Capital Management, LLC
Signator Investors, INC.Broker
Securities America, INC.Broker
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.