Ross Wealth Advisors offers investment advice tailored to individual client needs. They provide discretionary portfolio management services, determining specific securities to buy or sell without prior client approval. Clients may have their assets invested according to model portfolios developed by AE Wealth Management. Clients who engage Ross Wealth Advisors for portfolio management services may receive complimentary financial planning.
Fee Structure
Ross Wealth Advisors charges an annual fee for managing your investments, ranging from 1.00% to 1.45%. For portfolios up to $1,500,000, the fee is 1.45%, with Ross Wealth Advisors receiving 1.10% and AE Wealth Management receiving 0.35%. Fees for portfolios over $1,500,000 are negotiable. Fees are billed monthly at the end of the billing period, based on the average daily balance of your account.