Michael Gross is a CFP, PFS-designated registered investment advisor at Rising Tides Financial, LLC, based in Needham, MA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 26 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rising Tides Financial's fees for advisory services are paid via a fixed fee. The annual fee ranges from $12,000 to $20,000, billed quarterly in advance. The actual fee is determined based on the complexity of the situation and the scope of services.
Contact
Michael Gross
Location
Needham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rising Tides Financial, LLC
Previous Registrations
Commons Capital Advisors, LLC
State Registrations1 state
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Additional Information
Like my clients I lead a full, active life. I live just outside of Boston with my wife and two teenage sons. I have a tremendous passion for finance and investing and place immense value in diligence and consistency. I enjoy running, yoga, Crossfit, recreational ice-hockey, and live music. I’ve passed my love of blues guitar along to my sons, who even let me jam with them every now and then.