Russell Hall
Russell Hall is a registered investment advisor at Allworth Financial, L.P., based in San Diego, CA, with 35 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
2305 Historic Decatur Road, Liberty Station, Suite 100, San Diego, CA, 92106
Get directionsHistory
Regulatory History (8)
Customer Dispute
June 2012Customer Dispute
September 2008Customer Dispute
May 2008Customer Dispute
May 2008Employment Separation After Allegations
March 2008Customer Dispute
March 2008Customer Dispute
March 2008Customer Dispute
January 1999Employment History
Current Registrations
Allworth Financial, L.P.
Previous Registrations
Aw SecuritiesBroker
Hall Private Wealth Advisors
M. S. Howells & CO.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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.