Robert Russini is a registered investment advisor at Charles Schwab & CO., INC., based in Phoenix, AZ, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
2423 E Lincoln Dr, Phoenix, AZ, 85016-1215
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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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
First Union Securities Financial Network, INC.Broker
Jwgenesis Financial Group, INCBroker
Jwgenesis Securities, INC.Broker
Gsg Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
Thomas James Associates, INC.Broker
Melbourne Gsi CORP.Broker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
Ids Marketing CorporationBroker
First Jersey Securities, INC.Broker
State Registrations2 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.