Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
27 advisors
Number of Clients
10 clients
Average Client Portfolio
$508.0M average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

Advisory fees for separately managed accounts range from 0.04% to 0.20% annually, based on the complexity of the investment strategy and level of service. Fees are billed monthly or quarterly. The firm may negotiate fees. There is a minimum annual advisory fee, but the amount is not specified. Fees are prorated for the initial and final months of service.

Areas of Practice
Investment Management
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Advisor Information

Office location

111 West Houston Street, 10th Floor, San Antonio, TX, 78205

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Regulatory History (1)
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Judgment / Lien
January 2019
Employment History
Current Registrations
Frost Investment Advisors, LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Nylife Securities LLCBroker
September 2018 - October 2022 · 4 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Charles Robert Ross - Financial Advisor | AdvisorDiscover