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Dirk Russell

1 Year of Experience
New York, NY
1 DisclosureSells Insurance

Dirk Russell is a registered investment advisor at The Keminton Group, based in New York, NY, with 1 years of industry experience. Dirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.13%
$2.0M - $3.0M1.13%
$3.0M - $4.0M1.00%
$4.0M - $5.0M1.00%
$5M+0.88%

Fees are negotiable.

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

5 Penn Plaza, 19th Floor, New York, NY, 10001

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2000
Other Business ActivitiesSells Insurance

Dirk is an agent with Massachusetts Mutual Life Insurance Company, selling long-term care, life, and health insurance since September 2024. This takes about a quarter of his time and accounts for 25% of his expected yearly compensation.

Employment History
Current Registrations
The Keminton Group
March 2025 - Present · 1 yr 2 mos
State Registrations2 states
NJNY
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.