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Russell Riopelle

14 Years of Experience
Los Angeles, CA

Russell Riopelle is a registered investment advisor at Legacy Partners, LLC, based in Los Angeles, CA, with 14 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 9 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
9 clients
Average Client Portfolio
$86.4M average
Assets Under Management
$777.9M

Fee Structure

Investment management only (planning not offered)

Legacy Partners manages investments for private equity funds and charges a management fee (typically ranging from 1% to 2.0%) and carried interest (a type of performance-based fee). The management fees are typically paid quarterly in advance by the Funds to Legacy.

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Location

1999 Avenue of the Stars, Suite 3150, Los Angeles, CA, 90067

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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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Employment History
Current Registrations
Legacy Partners, LLC
December 2011 - Present · 14 yrs 5 mos
State Registrations1 state
CA
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.