Russell Boaz
Russell Boaz is a CFP-designated registered investment advisor at Cfo4life, based in Coppell, TX, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,015 clients with $1.9B 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 | 1.50% |
Management fee ranges from 1.00% to 1.50% per annum. Certain grandfathered accounts are subject to breakpoint fee schedules.
Fee Estimator
Location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2012Other Business ActivitiesSells Insurance
Russell is an insurance agent selling equity indexed annuities through LMBC, L.L.C., dedicating a few hours per week. He also provides tax planning services through LMBCII, LLC, spending about 10-20% of his time, and works as an investment adviser representative for CFO4LIFE GROUP, LLC, nearly full-time, and as a registered representative for Ausdal Financial Partners, Inc., spending about 10-20% of his time.
Employment History
Current Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Previous Registrations
Cfo4life, L.P.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations35 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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