Russell Green
Russell Green is a registered investment advisor at Cl Wealth Management LLC, based in Schaumburg, IL, with 40 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,073 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Location
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (6)
Customer Dispute
August 2017Regulatory
June 2014Customer Dispute
October 2008Customer Dispute
February 1994Customer Dispute
June 1992Customer Dispute
August 1991Other Business ActivitiesSells Insurance
Russell is a trustee for two family trusts, oversees an eBay store selling household goods, and is president of RPG Wealth Management, Inc. He is also president of the Syosset Woodbury Chamber of Commerce, a director for the Nassau County Council of Chambers of Commerce, and an annuity agent, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Previous Registrations
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Hd Brous & CO., INC.Broker
Northridge Capital CorporationBroker
G.F.B. Securities, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Norbay Securities INC.Broker
State Registrations9 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.