Marc RussellCRD Number: 5020992
Current Firm: Adviceperiod, LLC
Compensation Model: Fee Only
Marc Russell (CRD# 5020992) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.
Marc co-founded AdvicePeriod in 2013 after serving as a Managing Director at Convergent Wealth Advisors. He believes that clients are best served by an advisor who truly integrates all facets of their financial lives including investment strategy, cash flow planning, taxes (estate, gift, and income), philanthropy, and family governance.
Marc graduated cum laude from Amherst College and obtained an MBA from the Wharton School at the University of Penn. He also holds the Charted Financial Analyst designation and is a member of the CFA Society of Los Angeles.
Jst Investment Consulting
Fried Asset Management, Inc.
|Adviceperiod, LLC||Los Angeles, CA||Jan 2014 - Current||5|
|Convergent Wealth Advisors, LLC||Los Angeles, CA||Jun 2005 - Dec 2015||10|
|Lydian Wealth Management Company, LLC||Rockville, MD||Jun 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
|S63||Uniform Securities State Law Examination||Sep 2010|
Total Assets Under Management1,550MILLIONS
Total Number of Accounts1,559ACCOUNTS
Average Account Value$994,265
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MD, MO, NY, OH, RI, TX, WA
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