Russell Wallace is a registered investment advisor at Boggs Wallace Wealth Partners LLC, based in Denton, TX, with 5 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Firm also offers portfolio management & financial planning services with a different fee schedule: $0 - $1,000,000: 1.50%, $1,000,001- $3,000,000: 1.25%, $3000001 & Up: 0.75%
Fee Estimator
Location
121 W Hickory St Suite 101, Denton, TX, 76201
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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 an accountant and the CFO of Altius Healthcare Management LLC.
Employment History
Current Registrations
Boggs Wallace Wealth Partners LLC
Previous Registrations
Boggs Wallace Wealth Partners LLC
State Registrations1 state
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