Michael Gross is a CFP, PFS-designated registered investment advisor at Rising Tides Financial, LLC, based in Needham, MA, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 27 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rising Tides Financial bundles portfolio management with comprehensive financial planning, charging a fixed annual fee rather than a percentage of your portfolio. The annual fee ranges from $24,000 to $60,000, depending on the complexity of your situation, the scope of services, your net worth, and the number of accounts. Fees are billed quarterly in advance.
Contact
Michael Gross
Location
Needham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rising Tides Financial, LLC
Previous Registrations
Commons Capital Advisors, LLC
State Registrations1 state
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Additional Information
Like my clients I lead a full, active life. I live just outside of Boston with my wife and two teenage sons. I have a tremendous passion for finance and investing and place immense value in diligence and consistency. I enjoy running, yoga, Crossfit, recreational ice-hockey, and live music. I’ve passed my love of blues guitar along to my sons, who even let me jam with them every now and then.
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