Russell Dygert is a registered investment advisor at Everbridge Advisors, based in Rockville Centre, NY. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable (maximum annual fee 1.95%). Account minimum is $80,000 which may be waived.
Fee Estimator
Location
465 York Court, Rockville Centre, NY, 11570
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Finalis Securities LLC
Finalis Securities LLCBroker
Everbridge Advisors
State Registrations1 state
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