Boston Russell is a CFA-designated registered investment advisor at RBC Rochdale, LLC, based in Lake Mary, FL, with 14 years of industry experience. Boston is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 17,054 clients with $73B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable on a case-by-case basis. Annual program accounts also assess an additional program fee ranging from 0.01% to 0.11% based on account size.
Fee Estimator
Location
605 Crescent Executive Court, 320, Lake Mary, FL, 32746-2133
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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 →Employment History
Current Registrations
RBC Rochdale, LLC
Cnr Securities, LLC
Cnr 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
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