Rod Russell is a registered investment advisor at Farther, based in Crystal Lake, IL, with 13 years of industry experience. Rod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B 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 | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
Crystal Lake, IL
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
Rod coordinates property development at Lake Roots Holdings, LLC. This activity requires a few hours per week since June 2022.
Employment History
Current Registrations
Farther
Previous Registrations
Bny Mellon Securities CorporationBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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
- Andrew Carman, CFPLPL Financial LLC
- James Farmer, ChFCTlg Advisors, INC.
- Patricia Loris, CFPLPL Financial LLC
- Keith Schoepke, CFPWynstone Investment Advisors, LLC.
- Wayne Pover, CFPLPL Financial LLC
- Joseph Johnson, CFPCetera Investment Advisers LLC