Russell Smith
Russell Smith is a CFP-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Raleigh, NC, with 21 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 2,262 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Typical range of fees is between 0.30% and 1.50% depending on account size, services provided, and negotiation. Fees are individually negotiated with each client.
Fee Estimator
Location
2413 Blue Ridge Rd, Suite 201, Raleigh, NC, 27607
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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 works as an insurance representative through Strategic Financial Management, Inc., providing insurance sales and service. He dedicates a few hours per week to long-term care (LTC) and fixed annuity sales.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Previous Registrations
Aptus Capital Advisors, LLC
Gordon Asset Management, LLC
State Registrations1 state
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
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