| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fee is negotiable based on account value, complexity of planning, investment allocation, customer loyalty, and personal relationship.
3065 Center Pointe Drive, Suite 2, Roseville, MN, 55113
Get directionsNo 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 →Russell operates under Summit Investment Advisors as a DBA for his LPL business since 2013. He is also an IAR with Summit Investment Advisory Services, Inc., spending about half his time on this activity, and owns Summit Advisors, Inc. as a tax/investment entity.