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Dominic Russo

4 Years of Experience
Mokena, IL

Dominic Russo is a registered investment advisor at Chicago Investment Advisory Group, based in Mokena, IL, with 4 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 713 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
713 clients
Average Client Portfolio
$349K average
Assets Under Management
$248.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable on a per client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

19015 S. Jodi Rd., Suite G, Mokena, IL, 60448

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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

Dominic works as an Analyst, Capital and Credit for Founderpath, providing analysis on software businesses, which takes nearly full-time. He is also the Founder of Relaxation Haven LLC, a health & wellness business, dedicating minimal time to it.

Employment History
Current Registrations
Chicago Investment Advisory Group
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Vanguard Advisers, INC.
September 2022 - May 2023 · 8 mos
Vanguard Marketing CorporationBroker
September 2021 - May 2023 · 1 yr 8 mos
State Registrations2 states
AZIL
Advisor

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.
Dominic Russo - Financial Advisor | TrueAdvisor