RJ
CFP
RJ
CFP
Russell Jacobson
13 Years of Experience
Fort Worth, TX
1 Disclosure
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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $480M in assets under management.
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 Value | Annual Fee |
|---|---|
| Any | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fort Worth, TX
Get directionsHistory
Regulatory History (1)
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Criminal
February 2008Final Disposition
Employment History
Current Registrations
Astoria Strategic Wealth, INC.
October 2022 - Present · 3 yrs 6 mos
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.