Ross Brenner
Ross Brenner is a registered investment advisor at Ameritas Advisory Services, LLC, based in Deerfield Beach, FL, with 15 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
10 Fairway Drive Ste 100-A, Deerfield Beach, FL, 33441
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Other Business Activities
Ross works as a financial advisor and agent at Western PA, spending nearly full-time hours there. He is also a partner at Arrow Wealth, dedicating about 10-20% of his time to financial advising, marketing, and business planning.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Park Avenue Securities 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
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