Adam Russell is a registered investment advisor at Russell Wealth Advisors, based in Boone, IA, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 120 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Russell Wealth Advisors charges a percentage of your portfolio annually for investment management services. The annual fee can be up to a maximum of 2.00%. The fee is calculated based on the value of your account at the end of the previous quarter and is billed in advance. Fees are negotiable based on factors such as client type, complexity, and assets managed.
Location
611 Story Street, Boone, IA, 50036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam operates under several DBAs related to his LPL business and Russell Wealth Advisors, where he provides investment advisory services, dedicating nearly full-time hours. He also owns Timberline Cabinet Supply Company LLC, spending minimal time on it, and is a notary.
Employment History
Current Registrations
Russell Wealth Advisors
LPL Financial LLCBroker
State Registrations2 states
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