Mary Russell is a registered investment advisor at Sage Rhino Capital LLC, based in Palo Alto, CA, with 7 years of industry experience. Mary 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, High Net Worth, and 5 more. Their firm serves 196 clients with $880M 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 | 1.50% |
Fees are negotiable. If a third-party manager or separately managed account is used, an additional fee of up to 1.00% may apply, with combined fees not exceeding 2.50%.
Fee Estimator
Location
125 University Avenue, Suite 215, Palo Alto, CA, 94301
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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
Mary is the owner, president, and attorney at Stock Option Counsel, P.C., providing legal services to individuals, particularly employees of technology startups, regarding equity compensation. This takes nearly all of Mary's time.
Employment History
Current Registrations
Sage Rhino Capital LLC
Werba Rubin Papier Wealth Management, LLC
State Registrations1 state
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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