CFP
CFP
Russell Stewart Weiss
23 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
515 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$866.4M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Investment management-only clients pay an additional 0.25% on each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
33 West Court Street, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2009Denied
Criminal
April 1987Final Disposition
Other Business Activities
Russell owns a property used as a dog park through SniffSpot. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
The Marshall Financial Group, INC
May 2004 - Present · 21 yrs 9 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
May 2002 - June 2012 · 10 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Additional Information
Beyond the financial issues, he helps plan for other issues. For instance, the emotions and complexities of a 2nd marriage especially with children from a first marriage, helping to ensure a life partner can be involved in the event of a healthcare emergency; or obtain other rights that married couples take for granted.