Ross Heath is a registered investment advisor at Ai Investor 360, based in Flower Mound, TX. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending upon the complexity of the client’s financial situation and the scope of services rendered. The Firm may combine the account values of family members living in the same household to determine the applicable portfolio management fee.
Fee Estimator
Location
Flower Mound, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ai Investor 360
State Registrations1 state
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