Russell Pierce is a CFA, ChFC-designated registered investment advisor at Oneseven, based in Akron, OH, with 15 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
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Number of Clients
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Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
1070 Ghent Road, Suite 300, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oneseven
Previous Registrations
MML Investors Services, LLCBroker
Zelman Partners, LLCBroker
Cleveland Research Company LLCBroker
State Registrations1 state
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