Russell Wingate
Russell Wingate is a registered investment advisor at Blue Horizon Equity, INC., based in Ponte Vedra Beach, FL, with 29 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,491 clients with $750M 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 | 1.75% |
Maximum advisor fee is 1.75% per year. Additional administrative fees, strategist fees, and minimum account fees of $99 apply depending on the program.
Fee Estimator
Location
4400 Marsh Landing Blvd, Suite 101, Ponte Vedra Beach, FL, 32082
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 broker for fixed life insurance and annuity products through iTrust and iTP Partners, and for all types of insurance through Wingate Group Wealth Management, where he has 100% ownership. He is also an Investment Advisor Representative (IAR) with American Portfolios Advisors (APA) since March 2023.
Employment History
Current Registrations
Blue Horizon Equity, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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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