Geoffrey Russell
Geoffrey Russell is a registered investment advisor at Pinnacle Family Advisors, LLC, based in Springfield, MO, with 20 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 952 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Family Advisors offers asset management services where the fee is based on a percentage of the assets managed, with a maximum annual fee of 2.0%. The fee is negotiable and billed quarterly in advance. Pinnacle also manages 401k assets through AdvisorK, charging 0.75% of the assets managed, billed quarterly in advance.
Location
620 W. Republic Road, Suite 104, Springfield, MO, 65807
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other 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
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Smith Moore & CO.
Smith, Moore & CO.Broker
Edward JonesBroker
State Registrations5 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.