Charles Russell is a registered investment advisor at Alperin Financial Solutions, based in Virginia Beach, VA, with 20 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 11 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alperin Financial Solutions charges an annual fee for managing your investments, ranging from 1.0% to 1.5% of the market value of your portfolio. The exact percentage depends on the size of your portfolio, the type of services provided, and the level of administration requested. This fee is billed quarterly, in advance, based on the average daily balance. As an alternative to the percentage-based fee, Alperin Financial Solutions can charge a fixed annual fee between $1,500 and $40,000, invoiced quarterly.
Location
500 Viking Drive, Suite 201, Virginia Beach, VA, 23452
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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
Alperin Financial Solutions
Previous Registrations
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
First Union Securities, INC.Broker
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.