RC
RC
Russell Colbert
30 Years of Experience
Longwood, FL
1 Disclosure
Russell Colbert is a registered investment advisor at Royal Palm Investment Advisors, INC, based in Longwood, FL, with 30 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 101 clients with $40M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
101 clients
Average Client Portfolio
$394K average
Assets Under Management
$39.8M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.75% |
Fees are negotiable for accounts over $500,001. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
740 Florida Central Parkway, Suite 2012, Longwood, FL, 32750
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1994Settled
Employment History
Current Registrations
Royal Palm Investment Advisors, INC
January 2007 - Present · 19 yrs 3 mos
Previous Registrations
Fund Advisors of America INC
November 1995 - April 2007 · 11 yrs 5 mos
State Registrations8 states
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Advisor
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Exams
No exam information available for this advisor.