Frederick Russell
Frederick Russell is a registered investment advisor at Osaic Wealth, INC., based in Binghamton, NY, with 31 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
130 Riverside Drive, Binghamton, NY, 13905
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Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Frederick is involved in several business activities, including organizing advisor councils, estate planning, and owning rental properties. He also operates insurance brokerages, selling life and disability insurance, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations5 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.