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Geoffrey Russell

Pinnacle Family Advisors, LLC
21 Years of Experience
Springfield, MO
1 DisclosureBroker
View SEC Summary
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Geoffrey Russell is a registered investment advisor at Pinnacle Family Advisors, LLC, based in Springfield, MO, with 21 years of industry experience. Geoffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 917 clients with $370M in assets under management.

Pinnacle Family Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
917 clients
Average Client Portfolio
$405K average
Assets Under Management
$371.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.0% and is negotiable. AdvisorK retirement asset management is typically charged at 0.75% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

620 W. Republic Road, Suite 104, Springfield, MO, 65807

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History

Regulatory History (1)
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Customer Dispute
January 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Geoffrey is an Investment Advisor Representative (IAR) with Pinnacle Family Advisors, LLC, providing fee-based investment advice since 2012. This activity takes nearly full-time.

Employment History
Current Registrations
Pinnacle Family Advisors, LLC
August 2012 - Present · 14 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2012 - Present · 14 yrs 3 mos
Previous Registrations
Smith Moore & CO.
May 2011 - July 2012 · 1 yr 2 mos
Smith, Moore & CO.Broker
February 2011 - July 2012 · 1 yr 5 mos
Edward JonesBroker
July 2005 - February 2011 · 5 yrs 7 mos
State Registrations5 states
ILMONCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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