Russell Byrom is a registered investment advisor at Tri-Ad Capital Management I, LLC, based in Escondido, CA, with 15 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K+ | 0.40% |
Additional costs associated with the SnapIRA® program include program/technology, custodial fees and mutual fund expenses.
Fee Estimator
Location
221 W. Crest St., Ste. 300, Escondido, CA, 92025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tri-Ad Capital Management I, LLC
Previous Registrations
Leafhouse Financial Advisors, LLC
Pensionmark Financial Group, LLC
Pensionmark Securities, LLCBroker
American Funds Distributors, INC.
American Funds Distributors, INC.Broker
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
State Registrations1 state
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.