Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management or fixed fees, depending on the services provided. Financial planning fees range from $10,000 to $15,000 annually. Investment management fees range from 1.00% to 1.50% annually, charged quarterly in advance. Fees are negotiable and may be waived or reduced at the firm's discretion. Lower fees for comparable services may be available elsewhere.
Areas of Practice
Advisor Information
Office location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019
Get directionsRegulatory History (1)
Employment Separation After Allegations
December 2012Other Business ActivitiesSells Insurance
Russell is an insurance agent selling equity indexed annuities through LMBC, L.L.C., dedicating a few hours per week. He also provides tax planning services through LMBCII, LLC, spending about 10-20% of his time, and works as an investment adviser representative for CFO4LIFE GROUP, LLC, nearly full-time, and as a registered representative for Ausdal Financial Partners, Inc., spending about 10-20% of his time.