James Russell
James Russell is a CFP, ChFC-designated registered investment advisor at Alight Financial Advisors, LLC, based in Charlotte, NC, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B in assets under 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 | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Fee Estimator
Location
9300 Harris Corners Parkway, Suite 105, Charlotte, NC, 28269
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
James is a financial consultant at Florida Financial Advisors (DBA Four Corners Financial Advisors), an RIA, dedicating full-time hours to this role. He also engages in fixed insurance sales through the same company, spending a few hours per week on this activity.
Employment History
Current Registrations
Alight Financial Advisors, LLC
Previous Registrations
Florida Financial Advisors, LLC
Learnvest Planning Services, LLC
USAA Financial Planning Services
USAA Investment Management Company
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.