RH
RH

Russell Hitchcock

1 Year of Experience
Westlake Village, CA
Broker

Russell Hitchcock is a registered investment advisor at Independent Financial Group, LLC, based in Westlake Village, CA, with 1 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

5743 Corsa Ave, Ste. 213, Westlake Village, CA, 91362

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Russell is an employee of Lang Wealth Management Inc., a DBA used for marketing purposes to service all financial planning clients. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Independent Financial Group, LLC
November 2024 - Present · 1 yr 6 mos
Independent Financial Group, LLCBroker
October 2024 - Present · 1 yr 7 mos
State Registrations4 states
CAIDTXUT
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.
Russell Hitchcock - Financial Advisor | TrueAdvisor