Connor Russell is a registered investment advisor at Capital Advisors Wealth Management, based in Yakima, WA, with 1 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,051 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Capital Advisors Wealth Management offers comprehensive portfolio management where the maximum annual fee is 1.25% of the value of your portfolio. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance. In rare cases, a flat dollar amount fee may be agreed upon, not exceeding 1.25% of the assets they manage. The fees for third party management services are separate and in addition to Capital Advisors Wealth Management's advisory fees.
Location
1104 North 35th Avenue, Yakima, WA, 98902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Advisors Wealth Management
State Registrations1 state
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