Connor Russ is a CFP-designated registered investment advisor at Bristol Wealth Group, based in Taunton, MA, with 4 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 815 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, account minimums and payment terms are negotiable depending on client’s unique situation – such as the size of family holdings, low-cost basis securities, or certain passively advised investments and pre-existing relationships with clients. Certain clients may pay more or less than others depending on the amount of assets, type of portfolio, or the time involved, the degree of responsibility assumed, complexity of the engagement, special skills needed to solve problems, the application of experience and knowledge of the client’s situation.
Fee Estimator
Location
35 Broadway, 2nd Floor, Taunton, MA, 02780
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Regulatory History (3)
Financial
April 2020Financial
April 2019Financial
April 2019Other Business Activities
Connor is a football official for the Southeastern MA Football Officials Association, refereeing youth and high school football games since June 2022. This takes a few hours per week, none of which are during trading hours.
Employment History
Current Registrations
Bristol Wealth Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James 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.