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Fort Ross Capital Management, LLC

Headquartered in MONROVIA, CA

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Firm Information

Fort Ross Capital Management, LLC is an investment advisor that provides portfolio management services for individuals and businesses. The firm manages $4,416,929 in assets for two clients. Their services include portfolio management for businesses and individuals. They manage $2,405,659 for one high-net-worth individual and $2,011,270 for one corporation.

Fort Ross Capital Management, LLC

$4.42M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

FORT ROSS CAPITAL MANAGEMENT, LLC has a total of 2 branch locations across the country.

Advisors at Fort Ross Capital Management, LLC

View All 2 Advisors

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Disclosures

There are no public disclosures for Fort Ross Capital Management, LLC.

Frequently Asked Questions (6)

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