Antoinette Russell
Antoinette Russell is a registered investment advisor at Strategic Advisers LLC, based in Durham, NC, with 2 years of industry experience. Antoinette is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
100 New Millennium Way, Durham, NC, 27709-8204
Get directionsHistory
Regulatory History (4)
Financial
May 2021Financial
February 2021Financial
February 2021Financial
June 2020Other Business Activities
Antoinette is a community association liaison for Elmwood Subdivision, an Amazon Associate, and an independent business owner for Amway Vitality Essentials. These activities require minimal time commitment.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
State Registrations52 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.
Exams
More Advisors
- Lionel MitchellStrategic Advisers LLC
- Ryan Towner, CFPStrategic Advisers LLC
- Jahan PowellStrategic Advisers LLC
- Dustin MccaugheyStrategic Advisers LLC
- John DortchStrategic Advisers LLC
- Carson DeanStrategic Advisers LLC