Ross Willmann is a CFA-designated registered investment advisor at Warwick Partners, based in Bryan, TX, with 1 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 229 clients with $2.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100.0M - $200.0M | 0.12% |
| $200.0M - $500.0M | 0.08% |
| $500M+ | 0.05% |
Fees are negotiable.
Fee Estimator
Location
4444 Carter Creek Parkway, Suite 109, Bryan, TX, 77802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Warwick Partners
State Registrations1 state
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