Leigh Russo is a CFP-designated registered investment advisor at Mariner Wealth, based in Florham Park, NJ, with 12 years of industry experience. Leigh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
180 Park Avenue, Florham Park, NJ, 07932
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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 →Other Business Activities
Leigh works as an Associate in Compliance for both MSEC, LLC and Mariner Wealth Advisors, dedicating full-time hours to these roles. Leigh is also a Finance Committee Member for Executive Women Of New Jersey, spending minimal time on oversight responsibilities.
Employment History
Current Registrations
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Fcg Wealth Management, LLC
Nylife Distributors LLCBroker
Hsbc Securities (USA) INC.Broker
State Registrations14 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.