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 Investment Management, Retirement Planning. 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
Investment management only (planning not offered)
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 for accounts over $500,000 are negotiable. Household accounts may be combined to determine fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
740 Florida Central Parkway, Suite 2012, Longwood, FL, 32750
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1994Settled
Employment History
Current Registrations
Royal Palm Investment Advisors, INC
January 2007 - Present · 19 yrs 9 mos
Previous Registrations
Fund Advisors of America INC
November 1995 - April 2007 · 11 yrs 5 mos
State Registrations8 states
AZCAFLILINNCOHTX
Advisor
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.
Exams
No exam information available for this advisor.
More Advisors
- Charles Black, CFPRoyal Palm Investment Advisors, INC
- Janet Steimel, ChFCState Farm Investment Management CORP.
- Nikki Ward, CFPSiler Wealth Management
- Andrew Vargo, CFPRaymond James Financial Services Advisors, INC
- David Melnyk, CFPOsaic Institutions, INC.
- Joseph Bilello, ChFCAvanti Wealth Management