Russell Doe
Russell Doe is a CFP-designated registered investment advisor at Russell Doe Financial Services, based in Burbank, CA, with 7 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.20% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
Fees are negotiable. Immediate family members in the same household will have their assets combined to receive the lowest possible fee.
Fee Estimator
Location
3500 W. Olive Avenue, #300, Burbank, CA, 91505
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 independent contractor for CPS Insurance Services since 2004 and dedicates minimal time to arbitrating financial cases for FINRA. He also has a real estate management business and a small farm business.
Employment History
Current Registrations
Russell Doe Financial Services
State Registrations1 state
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