Advisor at Wellness Investment Advisers LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, OH 45373
Credentials
Series 65
Industry experience
9 years
Lori Gross is a financial advisor at Wellness Investment Advisers LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Wellness Investment Advisers since 2016 and Outlook Financial Center since 2015. Outside of her advisory role, Gross is also an insurance agent with Outlook Financial Center, dedicating approximately half of her time to this activity. Wellness Investment Advisers LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, along with services for pension and profit-sharing plans and business entities. The firm tailors investment programs to client goals using fundamental and technical analysis and incorporates third-party managers while maintaining oversight.
Based on Wellness Investment Advisers LLC
Based on Wellness Investment Advisers LLC
$0+: 1.00% annually (maximum, negotiable; may be lower for combined household accounts) Less than $2.5 Million - $2,499,999: 1.05% annually (ERISA Plan Services total advisory fee) $2.5 Million - $4,999,999: 1.00% annually (ERISA Plan Services total advisory fee) $5 Million - $6,999,999: 0.95% annually (ERISA Plan Services total advisory fee) $7 Million+: 0.90% annually (ERISA Plan Services total advisory fee) $0 - $500,000: 2.00% annually (Absolute Capital Management fees for assets up to $1,000,000; negotiable over $1,000,000) $0 - $500,000: 2.00% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $500,001 - $3,000,000: 1.50% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $3,000,001 - $5,000,000: 1.00% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $5,000,001 - $10,000,000: 0.80% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $0 - $500,000: 1.00% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee) $500,001 - $3,000,000: 0.75% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee) $3,000,001 - $5,000,000: 0.533% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee) $5,000,001 - $10,000,000: 0.433% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee)
$250 per hour for financial planning and consulting services
Fee-only: Financial planning and consulting services charged at a negotiable hourly rate of $250 per hour; $500 due at signing with balance due upon delivery of the plan; fees may be waived if plan is implemented with Wellness.
305 Public Square Se, Second Floor Suite #4
Troy, OH 45373
Ohio
Wellness Investment Advisers LLC
2016 - Present (10 years)
Outlook Financial Center
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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