Ross Burnam is a CFP, PFS-designated registered investment advisor at Omicron Advisors, LLC, based in Lancaster, PA, with 25 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 75 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
300 Granite Run Drive, Suite 120, Lancaster, PA, 17601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ross is the 100% owner and president of Ross W. Burnam, CPA PA since 1989, taking about half of his time. He also owns 50% of Elk River, LLC, a real estate ownership and leasing company, and serves as a successor trustee for Testamentary Education Trust, dedicating minimal time to each.
Employment History
Current Registrations
Omicron Advisors, LLC
Previous Registrations
1st Global Advisors INC
AXA Advisors, LLC
State Registrations3 states
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