Luke Russell
Luke Russell is a registered investment advisor at LPL Financial LLC, based in Midland, MI, with 17 years of industry experience. Luke is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
203 Dartmouth Dr, Midland, MI, 48640
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2019Other Business ActivitiesSells Insurance
Luke operates Upstream Investment Partners as a DBA for LPL business and provides estate plan scrivener services. He also works as a notary, sells non-variable insurance, prepares taxes, and owns multiple rental real estate properties, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sigma Financial CorporationBroker
Spc
Edward Jones
Edward JonesBroker
State Registrations10 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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