DR
DR
David Russakov
28 Years of Experience
Dallas, TX
3 DisclosuresBroker
David Russakov is a registered investment advisor at Charles Schwab & CO., INC., based in Dallas, TX, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8401 N Central Expy, Suite 110, Dallas, TX, 75225-4403
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2022Denied
Customer Dispute
August 2008Closed-No Action
Customer Dispute
May 2008Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
May 2000 - Present · 26 yrs
Charles Schwab & CO., INC.
February 1998 - Present · 28 yrs 3 mos
Previous Registrations
Brokerage Administrators CorporationBroker
November 1999 - February 2000 · 3 mos
Prudential Securities IncorporatedBroker
February 1998 - May 1999 · 1 yr 3 mos
State Registrations27 states
ALARAZCACOCTDCFLGAIDKSLAMAMDMIMNMOMTNCNMOKORPASCTXVAWA
AdvisorBrokerBoth
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.