Michael Ross
Michael Ross is a registered investment advisor at T.R.U.E. Coastal Capital, LLC, based in Savannah, GA, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 176 clients with $110M 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 $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. Clients and T.R.U.E. Coastal Capital may agree that all assets are billed on a non-tiered schedule, meaning cumulative assets are billed at the annual fee percentage above, unless otherwise negotiated, within the range for cumulative assets.
Fee Estimator
Location
21 East York Street, Savannah, GA, 31401
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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 ActivitiesSells Insurance
Michael is an independent insurance agent since 2011, dedicating a few hours per week to this activity. He is also the President and CFO of T.R.U.E. Coastal Capital, LLC, a Registered Investment Adviser, spending full-time hours managing investment accounts and providing financial advice.
Employment History
Current Registrations
T.R.U.E. Coastal Capital, LLC
Leigh Baldwin & CO., LLCBroker
Previous Registrations
T.R.U.E. Coastal Capital, LLC
Mutual Advisors, LLC
Northlanding Financial Partners, LLC
Mutual Securities, INC.Broker
Wall Street Financial Group, INC.Broker
Northlanding Financial Partners, LLC
High Falls Advisors, INC.
Leigh Baldwin & CO., LLCBroker
Wall Street Financial Group, INC.Broker
State Registrations5 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.