Michelle Ross is a registered investment advisor at Asset Management Group, INC., based in Stamford, CT, with 7 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 264 clients with $900M 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 $2.5M | 1.00% |
| $2.5M - $17.5M | 0.75% |
| $17.5M - $42.5M | 0.65% |
| $42.5M - $92.5M | 0.50% |
| $92.5M+ | 0.25% |
Fees and account minimums may be negotiable.
Fee Estimator
Location
60 Long Ridge Road, Stamford, CT, 06902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Asset Management Group, INC.
State Registrations1 state
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