Russell Robertson
Russell Robertson is a CFP, ChFC-designated registered investment advisor at Wealthcrest Financial Services, LLC, based in Springfield, VA, with 18 years of industry experience. Russell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Federal Employees, and 4 more. Their firm serves 380 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees vary by program and complexity, generally ranging from 0.45% to 1.20% annually for the Cambridge Managed Account Platform and up to 2% maximum. WealthPort program fees generally range between 1.25% and 1.90% with a maximum of 2.1%. All fees are negotiable.
Fee Estimator
Location
7880 Backlick Road, Suite One, Springfield, VA, 22150
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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 board member for the USMA Class of 1958 Endowment Board and a course director for WealthCrest Educational Services LLC. He also works as an instructor for Planning Inc and as an advisory representative of a RIA for WealthCrest Financial Services, dedicating full-time hours to this role.
Employment History
Current Registrations
Wealthcrest Financial Services, LLC
Cambridge Investment Research, INC.Broker
State Registrations5 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
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