Ira Ross is a registered investment advisor at Spartan Planning Group, based in Greensboro, NC, with 17 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 213 clients with $380M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Minimum annual fee = $6,000. Held away (company plan) accounts additionally have a 0.10% fee. Households with a combined investment value under $500,000 will be charged an additional fee of 0.25%. For new household clients we are charging a 0.1% technology fee on Held Away Accounts we manage to offset the cost of our held away trading system. Certain fees may be negotiable depending on existing/past relationship or if a client has become a widow.
Fee Estimator
Location
1931 New Garden Rd, Ste 220, Greensboro, NC, 27410
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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
Spartan Planning Group
Previous Registrations
United Advisors
United Advisors Services, LLC
Morgan Stanley Investment Advisors INC.
State Registrations1 state
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