Michael Ross is a registered investment advisor at Mhl Tamp, based in Abilene, TX, with 12 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.68% |
| $25K - $50K | 0.68% |
| $50K - $100K | 0.58% |
| $100K - $250K | 0.48% |
| $250K - $1.0M | 0.38% |
| $1.0M - $5.0M | 0.28% |
| $5M+ | 0.18% |
Strategy fees are non-negotiable and billed monthly in arrears based on monthly ending asset values. Accounts also incur a $15 per month administrative fee.
Fee Estimator
Location
2449 S Willis St., Ste. 106, Abilene, TX, 79605
Get directionsHistory
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
Michael is involved in several business activities, including SouthTowne Enterprise Inc. where revenue from his security business flows through, taking up more than full-time hours. He also has passive partnerships in real estate investment companies and receives referral fees from Got Zoom and TomiPlan.
Employment History
Current Registrations
Mhl Investments
Everspire
Mhl InvestmentsBroker
Previous Registrations
Titan Securities
Titan SecuritiesBroker
State Registrations17 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.
Exams
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