Russell Cole is a ChFC-designated registered investment advisor at Sage Advisors, LLC, based in Edmonds, WA, with 39 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 690 clients with $580M 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 $250K | 1.25% |
| $250K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.30% |
| $3.0M - $5.0M | 0.20% |
| $5M+ | 0.20% |
Fees are negotiable and may be higher or lower than the standard fee schedule. The fee for amounts over $5,000,000 is custom.
Fee Estimator
Location
115 2nd Avenue North, Suite 200, Edmonds, WA, 98020
Get directionsHistory
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
Russell is an insurance agent/contractor since 1987, selling LTC, disability, health, and term insurance, dedicating a few hours per week to this activity. Russell is also a part owner of Sage Advisors LLC, an independent RIA, spending minimal time on this.
Employment History
Current Registrations
Sage Advisors, LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Reeder, OwenBroker
State Registrations3 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.