Ross Nettles is a CFP, PFS-designated registered investment advisor at Madrid Wealth Management, based in Albuquerque, NM, with 9 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 128 clients with $210M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Minimum annual fee of $10,000 applies unless using Betterment. Betterment adds a 0.15% fee. New Mexico clients are subject to a gross receipts tax passed through on advisory fees.
Fee Estimator
Location
Albuquerque, NM
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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 →Employment History
Current Registrations
Madrid Wealth Management
Previous Registrations
Redw Wealth LLC
Retirement Extender (r)
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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