Facts and Insights
FORT ROSS CAPITAL MANAGEMENT, LLC is a financial advisory firm with a dedicated team of experts helping clients achieve their financial goals. Specializing in providing quality and personalized financial advice, they have been in the business for over a decade, providing strategic financial planning and investment management services.
Their mission is to deliver innovative and effective solutions for their clients, allowing them to navigate the complex world of finance with confidence. They take a holistic approach towards financial planning and work closely with clients to understand their needs, goals, and risk tolerance to create customized investment strategies.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 11 years |
Financial Services Offered:
- Investment management
- Financial planning
- Estate planning
- Tax planning and preparation
- Retirement planning
- Portfolio analysis and review
Client Types:
FORT ROSS CAPITAL MANAGEMENT, LLC serves a diverse set of clients, including individuals, high net worth individuals, families, and institutional investors. They also work with corporations and small businesses, offering customized solutions to help them reach their financial goals.
Fees & Compensation:
The firm operates on a fee-only structure, which means they do not receive commissions or compensation from recommending specific products or services. Instead, they charge a percentage of assets under management, typically between 1% to 2%. This fee covers all financial services, including investment management, financial planning, and tax preparation.
Background:
The team at FORT ROSS CAPITAL MANAGEMENT, LLC has a wealth of experience in the financial industry, with a combined experience of over 50 years. Their advisors hold various certifications, including CFP®, CHFC®, and CRPC®, demonstrating their expertise and commitment to providing high-quality financial advice. The firm also has a strict code of ethics, ensuring transparency and putting their clients’ best interests first.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, FORT ROSS CAPITAL MANAGEMENT, LLC adheres to strict regulations and must disclose any potential conflicts of interest or legal issues. At this time, there are no disclosures to report, making it clear that the firm prioritizes ethical and transparent practices.
How does the advisor help clients – Key Takeaways:
- Over a decade of experience in providing financial advice and management services
- Personalized and holistic approach to financial planning
- Works with a diverse set of clients, including high net worth individuals and institutional investors
- Straightforward fee structure with no hidden commissions
- Experienced team with a commitment to ethical practices
- No disclosures to report, demonstrating transparency and integrity