Matthew Russell is a CFP-designated registered investment advisor at Mtr Financial Services, LLC, based in Kingwood, TX, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 86 clients with $120M 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 | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Contact
Matthew Russell
Location
900 Rockmead Drive Suite 151, Kingwood, TX, 77339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mtr Financial Services, LLC
Previous Registrations
Mtr Financial Services, LLC
State Registrations1 state
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