Ross Chawansky is a CFP-designated registered investment advisor at Flowrate Financial, LLC, based in Mount Pleasant, SC, with 6 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5 clients with $6.2M 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 $500K | 1.40% |
| $500K - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
If FF utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee. When DFA is used, they will directly debit fees from the client account’s on a monthly basis in arrears based on the average daily value.
Fee Estimator
Location
1501 Belle Isle Ave, Suite 110, Mount Pleasant, SC, 29464
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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 employed as Engineered Solutions for Faulkner Insight Partners, dedicating nearly full-time hours to this role. He may dedicate about half his time during trading hours to this outside business activity, which involves HVAC Commercial Systems Sales & Support.
Employment History
Current Registrations
Flowrate Financial, LLC
Previous Registrations
Oceanside Advisors LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.