Russell Fox
Russell Fox is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Oxnard, CA, with 34 years of industry experience. Russell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
300 E Esplanade Drive, Suite 1800, Oxnard, CA, 93036
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 a Partner, President, and Co-Owner of Skeels & Fox Wealth Management, LLC, and also owns Fox Wealth Management. He also sells fixed insurance and owns rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
United Capital Financial Advisers
Girard Securities, INC.
Girard Securities, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations17 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.
Exams
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