RC
RC

Russell Christopher

8 Years of Experience
Prairie Village, KS
Sells Insurance

Russell Christopher is a registered investment advisor at Fortis Capital Advisors, LLC, based in Prairie Village, KS, with 8 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,874 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management (also available separately)

Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.

Loading...

Location

7301 Mission Road, Suite 326, Prairie Village, KS, 66208

Get directions

History

Regulatory History
Clean regulatory record

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 operates Horizon Private Wealth as a DBA for insurance and investment business, working as a Senior Business Consultant and dedicating about a quarter of his time to it. He also owns Jetcor LLC, a real estate business, spending minimal time buying, updating, and renting properties.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Belpointe Asset Management LLC
September 2021 - November 2024 · 3 yrs 2 mos
Kestra Advisory Services, LLC
November 2020 - September 2021 · 10 mos
Kestra Advisory Services, LLC
March 2019 - July 2020 · 1 yr 4 mos
Nylife Securities LLCBroker
April 2015 - July 2016 · 1 yr 3 mos
Adp Broker-Dealer, INC.Broker
May 2006 - October 2006 · 5 mos
State Registrations1 state
SC
Advisor

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.