Russell Hill is a CFP-designated registered investment advisor at Halbert Hargrove, based in Long Beach, CA, with 37 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,518 clients with $4.2B 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 $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be negotiable based on various criteria such as account composition, complexity, and anticipated assets.
Fee Estimator
Location
111 W. Ocean Blvd., Suite 2300, Long Beach, CA, 90802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Russell is the President, Chief Compliance Officer, and Investment Counselor at Halbert Hargrove/Russell LLC, a registered investment advisor. He dedicates nearly full-time hours to providing wealth management services, prospecting, supervision, compliance, and management decisions.
Employment History
Current Registrations
Halbert Hargrove
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.
Exams
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