Russell Delibero is a CFP, ChFC-designated registered investment advisor at Oxford Financial Group, LTD, based in Atlanta, GA, with 19 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 697 clients with $23B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Schedule reflects Growth Pod public securities/equities. Other asset categories have different fee schedules: Fixed Income (0.30% on first $10M, 0.20% over $10M), Diversifier strategies (1.00%), Long/Short strategies (0.75% to 1.00%), Aspirational solutions (1.50%), Mayfair Capital Partners (2.00%), and Client-directed accounts (0.20%). Fees may be negotiable for significant asset balances.
Fee Estimator
Location
One Buckhead Plaza, 3060 Peachtree Rd NW, Suite 470, Atlanta, GA, 30305
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 Activities
Russell is a professor at The American College of Financial Services, lecturing in their graduate program for a few hours per week. He is also a speaker at the National Association of Estate Planners and Councils.
Employment History
Current Registrations
Oxford Financial Group, LTD
Previous Registrations
Goldman Sachs Wealth Services, L.P.
Mercer Allied Company, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 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.
Exams
More Advisors
- Joseph Mitchell, CFA, CFPOxford Financial Group, LTD
- Stephen Wilkins, ChFCOxford Financial Group, LTD
- Jameson Stady, CFPOxford Financial Group, LTD
- Christian Nallenweg, CFPOxford Financial Group, LTD
- Lauren Baccari, CFPHb Wealth
- Dean Morris, CFACornerstone Investment Partners, LLC