Ira Ross is a registered investment advisor at Spartan Planning Group, based in Greensboro, NC, with 18 years of industry experience. Ira 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 3 more. Their firm serves 213 clients with $380M 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 - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Minimum annual fee is $6,000. Held-away company plans have an additional 0.10% fee. Households under $500,000 are charged an additional 0.25% fee. Fees are negotiable for existing relationships or if a client is widowed.
Fee Estimator
Location
1931 New Garden Rd, Ste 220, Greensboro, NC, 27410
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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
Spartan Planning Group
Previous Registrations
United Advisors
United Advisors Services, LLC
Morgan Stanley Investment Advisors INC.
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.
Exams
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