Ross Wealth Group offers a variety of advisory services, including financial planning, consulting, and investment management. The firm assists clients with business planning, trust and estate planning, insurance planning, retirement planning, tax and cash flow analysis, and education planning. Ross Wealth Group primarily allocates client assets among independent managers on a discretionary basis, who then invest in mutual funds, exchange-traded funds, and individual debt and equity securities. The firm tailors its services to individual client needs by assessing risk tolerance, time horizon, and liquidity constraints.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.45% |
Fees are negotiable based on anticipated future earning capacity, future additional assets, total assets managed, related accounts, account composition, and other factors.