A complete list of active advisors currently associated with Ross Wealth Advisors, LLC
Warmer can help you find a great advisor at Ross Wealth Advisors, LLC or one who fits your needs even better.
Ross Wealth Advisors, LLC provides discretionary portfolio management and related financial planning primarily to individual and high‑net‑worth clients. The firm reports approximately $129.7 million in discretionary assets under management across its client relationships and offers advice on equities, ETFs, mutual funds and municipal securities as well as access to third‑party model portfolios. Investment advice is tailored to each client’s objectives and risk tolerance, with discretionary authority used to implement strategies that include modern portfolio theory, charting analysis, and long‑term purchase approaches. Clients in portfolio management also receive complimentary financial planning, and the firm may deploy model portfolios and third‑party money managers through an external managed‑account program. The brochure discloses several features that distinguish the firm from many peers: the firm and certain principals are licensed as insurance agents and may receive commission‑based compensation for selling insurance products in addition to advisory fees, and the firm maintains written solicitation agreements under which it compensates third‑party intermediaries for client referrals. The firm also participates in a wrap‑fee managed‑account program through an unaffiliated sponsor and provides account performance information to clients, arrangements that can affect fees, execution, and potential conflicts of interest.
To learn more about the advisors currently working at Ross Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 5
|
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