Russell Kroeger is a CFP-designated registered investment advisor at Upstart Wealth Management, LLC, based in New York, NY, with 10 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 91 clients with $390M 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 $750K | Included |
| $750K - $2.5M | 0.80% |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.45% |
The minimum annual fee is $7,600 for clients with less than $2.5 million under management and $4,000 for clients with $2.5 million or more under management. These minimum annual fees cover financial planning and tax preparation/filing services. Certain clients have been grandfathered into legacy fee schedules. Fees are negotiable.
Fee Estimator
Location
New York, NY
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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 →Other Business Activities
Russell is the Founder and CEO of Paradigm Wealth, Inc. (Trayecto), a financial planning software and personal finance education company. He dedicates full-time hours to this endeavor, including time during trading hours, designing and building technology products.
Employment History
Current Registrations
Upstart Wealth Management, LLC
Previous Registrations
Paradigm Wealth
Yeske Buie INC.
State Registrations4 states
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