Timothy Russell
Timothy Russell is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Douglassville, PA, with 23 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B 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 | 2.50% |
Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.
Fee Estimator
Location
978 Ben Franklin Hwy, Route 422 East, Douglassville, PA, 19518
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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
Timothy operates under the name The Life Financial Group Inc. and is an independent representative with various insurance carriers for fixed products. He is also involved with The Legacy/Life Institute for financial excellence/family counseling for a church, eBay sales, and is an author.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Multi-Financial Securities CorporationBroker
Fsc Securities CorporationBroker
State Registrations25 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
More Advisors
- J Ehst, CFPGeneos Wealth Management, INC.