Russell Boaz is a CFP-designated registered investment advisor at Cfo4life, based in Coppell, TX, with 17 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 956 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFO4Life Group charges a quarterly fee based on the value of your investments. The annual fee ranges from 1.00% to 1.50%. The fee is calculated in advance each quarter. Some clients who were acquired from Vogel Financial Advisors may have different fee schedules with breakpoints. Clients participating in wrap fee programs are charged a separate fee that includes investment management, custody, and brokerage costs.
Location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019
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Regulatory 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.
Employment History
Current Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Previous Registrations
Cfo4life, L.P.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.