RP
RP

Russell Price

37 Years of Experience
Broker

Russell Price is a registered investment advisor at Wealth Asset Managers, based in Spokane, WA, with 37 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. Their firm serves 2,023 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
2,023 clients
Average Client Portfolio
$134K average
Assets Under Management
$272.0M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable at the discretion of NSI. The Client’s fees will take into consideration the aggregate assets under management with Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9718 N Morton Ct, Spokane, WA, 99218

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Russell is a licensed geologist providing freelance consulting services since 1987 and a director at Snowshoe Mining since 2020. He dedicates minimal time to either activity.

Employment History
Current Registrations
Wealth Asset Managers
January 2021 - Present · 5 yrs 3 mos
Nelson Securities,inc.Broker
July 1988 - Present · 37 yrs 9 mos
Nelson Securities,inc.
July 1988 - Present · 37 yrs 9 mos
State Registrations2 states
TXWA
AdvisorBrokerBoth

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.