Isaac RussellCRD Number: 7067225
Current Firm: Optimal Capital Advisors, LLC
Isaac Russell (CRD# 7067225) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 3 years of experience in the finance industry.
Saxony Capital Management, LLC
Raymond James & Associates, Inc.
Stifel, Nicolaus & Company, Incorporated
|Optimal Capital Advisors, LLC||Traverse City, MI||Jan 2019 - Current||3|
|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|
Total Assets Under Management112MILLIONS
Total Number of Accounts368ACCOUNTS
Average Account Value$305,491
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, MI, NV
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