Gary Russell
Gary Russell is a registered investment advisor at Russell Wealth Advisors, based in Boone, IA, with 43 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 120 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Russell Wealth Advisors charges a percentage of your portfolio annually for investment management services. The annual fee can be up to a maximum of 2.00%. The fee is calculated based on the value of your account at the end of the previous quarter and is billed in advance. Fees are negotiable based on factors such as client type, complexity, and assets managed.
Location
611 Story Street, Boone, IA, 50036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary operates Russell Wealth Management as a DBA for his LPL business and Russell Wealth Advisors as a registered investment advisor, dedicating nearly full-time hours to the latter. He also sells fixed life, fixed annuity, disability, and long-term care insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Russell Wealth Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial CorporationBroker
Linsco/private Ledger CORP.Broker
Financial Network Investment CorporationBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.