Russell Stoever
Russell Stoever is a registered investment advisor at Crews & Associates, INC., based in Rockleigh, NJ, with 50 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 336 clients with $150M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable for accounts over $2,000,001. When an Outside Manager is used, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
Rockleigh, NJ
Get directionsHistory
Regulatory History (7)
Customer Dispute
June 2000Customer Dispute
June 1998Customer Dispute
August 1997Customer Dispute
April 1997Customer Dispute
February 1997Customer Dispute
January 1997Customer Dispute
September 1996Other Business Activities
Russell is a director at Tridan Corp., an investment company, since 1995. He spends minimal time each quarter determining investment approaches.
Employment History
Current Registrations
Crews & Associates, INC.
Crews & Associates, INC.
Crews & Associates, INC.Broker
Previous Registrations
Stoever Glass Wealth Management, INC.
Stoever, Glass & Company INC.Broker
State Registrations37 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.