Russell Kroeger is a CFP-designated registered investment advisor at Upstart Wealth Management, LLC, based in Durham, NC, with 11 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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 | 0.00% |
| $750K - $2.5M | 0.80% |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.45% |
Asset-based fees are blended and paid quarterly in arrears. Fees are negotiable. Clients also pay a separate minimum annual fee for planning and tax services ($7,600 for accounts under $2.5M, $4,000 for accounts of $2.5M or more).
Fee Estimator
Location
Durham, NC
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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
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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