Russell Lindsay
Russell Lindsay is a registered investment advisor at Canopy 360 Wealth, LLC, based in Ocala, FL, with 20 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 341 clients with $380M 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 $250K | 3.00% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable in individual cases.
Fee Estimator
Location
104 SE 1st Avenue, Suite B, Ocala, FL, 34471
Get directionsHistory
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 ActivitiesSells Insurance
Russell is involved in several businesses, including real estate holdings, an online reputation management service, and an accounting firm where he spends about half his time. He is also a limited partner in an insurance business, and offers coaching and research and development strategies.
Employment History
Current Registrations
Canopy 360 Wealth, LLC
Previous Registrations
Symphonic Securities LLCBroker
Symphonic Financial Advisors LLC
Rim Securities LLCBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations1 state
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