Ross Blount is a CFP-designated registered investment advisor at LPL Financial LLC, based in Broomfield, CO, with 13 years of industry experience. Ross is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
42 Garden Ctr Unit 10, Broomfield, CO, 80020
Get directionsRoss operates Springbok Wealth Partners as a DBA for his LPL business, dedicating nearly full-time hours to it, including trading activities. He also engages in non-variable insurance activities, spending minimal time on it.
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