Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier Emanuel Ross is a financial advisor at Ballentine Partners, a firm with over 10 billion dollars in assets under management. Xavier has been with Ballentine Partners since February 2022, and has over 8 years of experience in the financial services industry. Xavier is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning services, portfolio management services, and educational seminars. Xavier is passionate about helping individuals and families achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Project fees
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MA
02/03/2025 - Present
Ballentine Partners (Waltham MA)
Active
Inactive
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