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CFP
RJ
CFP

Russell Jacobson

Astoria Strategic Wealth, INC.
13 Years of Experience
Fort Worth, TX
1 Disclosure
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Russell Jacobson is a CFP-designated registered investment advisor at Astoria Strategic Wealth, INC., based in Fort Worth, TX, with 13 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 177 clients with $480M in assets under management.

Astoria Strategic Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
177 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$482.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.45%

Investment management fee is a flat 0.45% annually on managed assets. Financial planning is billed separately as an annual fixed fee depending on the service tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Fort Worth, TX

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History

Regulatory History (1)
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Criminal
February 2008
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Astoria Strategic Wealth, INC.
October 2022 - Present · 4 yrs
Previous Registrations
Charles Schwab & CO., INC.
January 2022 - September 2022 · 8 mos
Charles Schwab & CO., INC.Broker
January 2022 - September 2022 · 8 mos
TD Ameritrade, INC.
November 2014 - January 2022 · 7 yrs 2 mos
TD Ameritrade, INC.Broker
September 2013 - January 2022 · 8 yrs 4 mos
LPL Financial LLCBroker
January 2013 - October 2013 · 9 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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