Russell Gilfix is a registered investment advisor at Wind & Rose, LLC, based in Willsboro, NY, with 22 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 7 clients with $13M 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 | 2.00% |
Fees may be lesser or greater depending on factors including but not limited to complexity of the Client’s financial situation, levels of risk tolerance and variations in transaction costs associated with specific Client requirements. Fees will not exceed 2.75% of assets added to the account during a quarter are charged on a prorated basis.
Fee Estimator
Location
Willsboro, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wind & Rose, LLC
Previous Registrations
Wind & Rose, LLC
Spc
UBS Financial Services INC.
State Registrations1 state
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