Russell Dunkin is a CFP-designated registered investment advisor at Fort Henry Capital, LLC, based in Wheeling, WV, with 23 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 476 clients with $280M 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 $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.25% |
Rates shown are for investment advisory services that include general financial planning. Fort Henry Capital also offers investment-only or retirement account management at lower rates: 0.75% on the first $500,000, 0.50% on the next $1,500,000, and 0.25% on amounts over $2,000,000. Fees may be reduced at the firm's discretion based on factors such as familial relationships, anticipated future assets, or account composition.
Fee Estimator
Location
48 Fourteenth Street, Wheeling, WV, 26003
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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 →Employment History
Current Registrations
Fort Henry Capital, LLC
Previous Registrations
Mckinley Carter Wealth Services, INC.
Bb&t Investment Services, INC.
State Registrations1 state
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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