Russell Merwick is a registered investment advisor at Robbins Wealth Management, based in Erie, PA, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 138 clients with $220M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees are negotiable only on rare occasions. Legacy clients may operate under a different fee schedule.
Fee Estimator
Location
3939 West Ridge Road Suite C2, Erie, PA, 16506-1887
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Robbins Wealth Management
State Registrations2 states
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