Lori Gross
Lori Gross is a registered investment advisor at Wellness Investment Advisers LLC, based in Troy, OH, with 9 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 124 clients with $230K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellness Investment Advisers offers investment management services based on a percentage of your portfolio, not exceeding 1.00% annually. This fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed monthly or quarterly. Wellness also utilizes third-party money managers, and the fees for those services will be disclosed to you before you sign an agreement.
Location
305 Public Square SE, Second Floor Suite #4, Troy, OH, 45373
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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 ActivitiesSells Insurance
Lori Gross is an insurance agent with Outlook Financial Center. She spends about half her time in this role.
Employment History
Current Registrations
Wellness Investment Advisers LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.