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Xochitl Russell

3 Years of Experience
Austin, TX
1 DisclosureBroker

Xochitl Russell is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Austin, TX, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

Austin, TX

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History

Regulatory History (1)
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Financial
June 2020
Final
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2022 - Present · 3 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
September 2022 - Present · 3 yrs 8 mos
Robert W. Baird & CO. Incorporated
September 2022 - Present · 3 yrs 8 mos
State Registrations28 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Xochitl Russell - Financial Advisor | TrueAdvisor