David Ross
David Ross is a registered investment advisor at Price Financial Group Wealth Management, INC., based in Portland, OR, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 549 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Price Financial charges a fee for managing your investments, which includes advisory services, trade entry, investment supervision, and account maintenance. The maximum annual advisory fee is 1.65%. The fee is calculated monthly based on the average daily balance of your account. Fees may vary based on the size of the account, complexity of the portfolio, or other agreed-upon reasons. Employees and their families may receive reduced fees.
Location
7160 SW Fir Loop, Suite 201, Portland, OR, 97223
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2023Other Business ActivitiesSells Insurance
David works as an insurance agent selling life, health, and fixed annuities since 2014. This activity, which is not investment related, takes about 10-20% of his time.
Employment History
Current Registrations
Price Financial Group Wealth Management, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
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.