Isaac Russell (CRD# 7067225) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 4 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optimal Capital Advisors, LLC | Traverse City, MI | Jan 2019 - Current | 5 |
| Michigan State University | East Lansing, MI | Sep 2016 - Dec 2018 | 2 |
| Optimal Capital Advisors, LLC | Traverse City, MI | May 2018 - Aug 2018 | < 1 |
| Boathouse Restaurant | Traverse City, MI | Jun 2015 - Aug 2018 | 3 |
| Northwestern Michigan College | Traverse City, MI | Sep 2015 - May 2016 | < 1 |
| Blue Sky Boat Rentals | Traverse City, MI | Jun 2015 - Aug 2015 | < 1 |
| Central High School | Traverse City, MI | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
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Total Assets Under Management117MILLIONS
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Total Number of Accounts317ACCOUNTS
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Average Account Value$367,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, FL, MI, NY, TX
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