Peter Ross is a CFP-designated registered investment advisor at Innovia Wealth, LLC, based in Grand Rapids, MI, with 4 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 750 clients with $2.4B 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 | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fees may be negotiable. The maximum fee that a client can be charged is 1.70% of assets under management. Employees and some of their family members may have a discounted rate.
Fee Estimator
Location
171 Monroe Ave. Nw, Suite 800, Grand Rapids, MI, 49503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a member of the Association of Corporate Growth Western Michigan, a deal-making community, since 2022. He dedicates a few hours per week to participating in network events.
Employment History
Current Registrations
Innovia Wealth, LLC
State Registrations12 states
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