Rossjohnson & Associates, LLC

Ross Johnson & Associates, LLC is a financial advisory firm established in June 1998 by Patrick Terrence Ross. The firm specializes in providing personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. Clients have full control over their assets, and the firm does not act as a custodian. Investment advice is provided with the client making the final decision on investments. The firm offers portfolio management services, including asset allocation, risk assessment, and regular portfolio monitoring. Ross Johnson & Associates, LLC has assets under management totaling $165,033,536 for discretionary amounts and $5,381,746 for non-discretionary amounts as of December 2024. The firm tailors programs for each client based on their goals and objectives. There is no minimum account size required for their services. The firm charges an annual portfolio management fee based on a percentage of assets under management, with fees ranging from 0.50% to 1.00% depending on the total assets. The firm follows Modern Portfolio Theory in its investment analysis and strategies, focusing on strategic asset allocation to match client objectives. Risk of loss is considered in all investment decisions, with various risks such as interest-rate, market, inflation, and liquidity risks taken into account. Ross Johnson & Associates, LLC does not accept performance-based fees and does not have any disciplinary actions or bankruptcy petitions in the last ten years.