CR
CR

Christopher Hanley Russell

14 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,681 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.40%

Client relationships prior to 2012 or accounts obtained through acquisition may be subject to a different fee schedule. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1333 West Loop South, Suite 1500, Houston, TX, 77027

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History

Regulatory History (2)
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Regulatory
July 2017
Final
Employment Separation After Allegations
November 2016
Other Business Activities

Christopher serves on the board of directors for the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. These activities require minimal time commitment.

Employment History
Current Registrations
Linscomb Wealth, INC.
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
May 2014 - November 2016 · 2 yrs 6 mos
LPL Financial LLC
April 2014 - November 2016 · 2 yrs 7 mos
Wells Fargo Advisors, LLC
May 2008 - March 2013 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
May 2008 - March 2013 · 4 yrs 10 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - April 2008 · 1 yr
Morgan Stanley & CO., Incorporated
April 2007 - April 2008 · 1 yr
Morgan Stanley
September 2005 - April 2007 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
September 2005 - April 2007 · 1 yr 7 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.