Michael
Ross
Investment Advisory Group LLC
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About this Advisor
Michael Ross is a financial advisor operating out of Hanover, Massachusetts with a total of 19 years of relevant experience. Ross is an advisor for Investment Advisory Group LLC. Over the course of their career, they have held roles at Investment Advisory Group LLC, Geneos Wealth Management Inc and Maritime Wealth Advisors LLC. Ross has Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Massachusetts. Investment Advisory Group LLC is a registered investment firm that has its headquarters in Hanover, MA. It has $710 million in assets among its 3,075 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 3,075 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually depend on the financial services. However, fees billed by Investment Advisory Group LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Advisory Group LLC Brokerage Details
$709,634,040
10
3,075
$230,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Ross Work History
Michael has been registered as a financial advisor for 19 years.*
Geneos Wealth Management Inc
Maritime Wealth Advisors LLC
Investment Advisory Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Ross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Advisory Group LLC
Hanover, MA
Hanover, MA
Hanover, MA
Hanover, MA
Hanover, MA
Hanover, MA
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