Ross Kroll is a CFP-designated registered investment advisor at Ocean Path Advisors, LLC, based in Manhattan Beach, CA, with 11 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 196 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Location
115 21st St., Manhattan Beach, CA, 90266
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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 Activities
Ross is a shareholder at Ocean Path, offering investment advisory services through Mariner Platform Solutions since September 2021. This activity is nearly full-time and during securities trading hours.
Employment History
Current Registrations
Ocean Path Advisors, LLC
Previous Registrations
Ocean Path Advisors, LLC
Mariner Independent
Adviceperiod, LLC
Oakwood Capital Management LLC
Mercer Global Advisors INC.
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.
Exams
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