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James Russell
15 Years of Experience
West Hartford, CT
1 Disclosure
James Russell is a registered investment advisor at Strategic Investment Planning LLC, based in West Hartford, CT, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
836 Farmington Avenue, Suite 210, West Hartford, CT, 06119
Get directionsHistory
Regulatory History (1)
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Investigation
November 2015Other Business Activities
James works full-time as a shareholder/CPA at Russell & Company CPA PC, a CPA firm, handling CPA and management duties. He also serves as trustee of a client trust.
Employment History
Current Registrations
Strategic Investment Planning LLC
May 2016 - Present · 10 yrs
Previous Registrations
Filomeno Wealth Management, LLC
June 2013 - January 2015 · 1 yr 7 mos
Jefferson Pilot Securities CORP
August 2002 - April 2006 · 3 yrs 8 mos
State Registrations1 state
CT
Advisor
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.