Robert Russell
Robert Russell is a registered investment advisor at Ae Wealth Management, LLC, based in Dayton, OH, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
One Russell Place, Dayton, OH, 45409
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2020Employment Separation After Allegations
May 2006Other Business ActivitiesSells Insurance
Robert is a producing agent for Russell Total Wealth and Wellness, selling insurance, and a registered representative for Russell Capital Management, selling securities. He also is a member/partner in RCR Holdings, LLC (real estate) and Chairman, President, and Treasurer of Do Good Marketing, dedicating about a third of his time to the former and a few hours per week to the latter.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Russell Capital Management, LLC
Kalos Management
1st Global Advisors INC
State Registrations2 states
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.