Gary Ross
Gary Ross is a registered investment advisor at Premier Private Wealth Management, LLC, based in Palm Harbor, FL, with 14 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 700 clients with $130M 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 $300K | 1.50% |
| $300K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule may be based on cumulative household assets under management.
Fee Estimator
Location
1025 Ohio Avenue, Palm Harbor, FL, 34683
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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 Activities
Gary is a 50% owner of Gulf Coast Advisors, a real estate holding company, and spends minimal time on it. He also has ownership stakes in GRRS Holdings, LLC and RSGR Holdings, LLC, both real estate investment holding companies, dedicating minimal time to these ventures as well.
Employment History
Current Registrations
Premier Private Wealth Management, LLC
Previous Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Coastal Investment Advisors
Coastal Equities, INC.Broker
State Registrations2 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.