RI
RI

Ross Ingber

12 Years of Experience
Rye Brook, NY
Broker

Ross Ingber is a registered investment advisor at Belle Haven Investments, L.P., based in Rye Brook, NY, with 12 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24,433 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
24,433 clients
Average Client Portfolio
$834K average
Assets Under Management
$20.4B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Belle Haven charges a percentage of the assets they manage. The specific fee depends on the investment strategy chosen. Clients within the same strategy may have different fee arrangements. Here are the maximum fees for each strategy:

  • 3-17 Year Ladder: 0.50%
  • Cash Management: 0.50%
  • Ladder PLUS: 0.50%
  • Muni PLUS: 1.00%
  • Taxable Ladder PLUS: 0.50%
  • Taxable PLUS: 1.00%
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Location

800 Westchester Avenue, Suite N607, Rye Brook, NY, 10573

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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.

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Employment History
Current Registrations
Belle Haven Investments, L.P.
June 2020 - Present · 5 yrs 10 mos
Belle Haven Investments, L.P.Broker
June 2020 - Present · 5 yrs 10 mos
Previous Registrations
Clearbridge Investments, LLC
January 2017 - June 2020 · 3 yrs 5 mos
Legg Mason Investor Services, LLCBroker
January 2017 - June 2020 · 3 yrs 5 mos
Lord, Abbett & CO. LLC
January 2012 - April 2015 · 3 yrs 3 mos
Lord Abbett Distributor LLCBroker
November 2011 - April 2015 · 3 yrs 5 mos
State Registrations2 states
CTNY
AdvisorBrokerBoth

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.
Ross Ingber - Financial Advisor | TrueAdvisor