Daniel Tetirick
Daniel Tetirick is a registered investment advisor at Ross Wealth Advisors, LLC, based in Columbus, OH, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 253 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ross Wealth Advisors charges an annual fee for managing your investments, ranging from 1.00% to 1.45%. For portfolios up to $1,500,000, the fee is 1.45%, with Ross Wealth Advisors receiving 1.10% and AE Wealth Management receiving 0.35%. Fees for portfolios over $1,500,000 are negotiable. Fees are billed monthly at the end of the billing period, based on the average daily balance of your account.
Location
1093 Fishinger Road, Columbus, OH, 43221
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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
As Daniel transitions to becoming an IAR for Ross Wealth Advisors, he obtained the appropriate insurance licenses to assist people with their Medicare needs. Commissions go to Ross Wealth Advisors, and Daniel is compensated accordingly.
Employment History
Current Registrations
Ross Wealth Advisors, LLC
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.