Russell Morris
Russell Morris is a registered investment advisor at Alphastar Capital Management, based in Enfield, CT, with 6 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 8,525 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable up to a maximum annual rate of 2.25%. Actual fees vary based on account size, services provided, and negotiations with your advisor.
Fee Estimator
Location
1654 King Street, Suite 6, Enfield, CT, 06082
Get directionsHistory
Regulatory History (1)
Financial
September 2019Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations2 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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