Mary Russell is a registered investment advisor at Sage Rhino Capital LLC, based in San Jose, CA, with 6 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 192 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sage Rhino Capital offers asset management services where they manage your investments and provide financial planning. The maximum annual fee is 1.50% of your portfolio, billed monthly in advance. This fee is negotiable. If Sage Rhino Capital uses a third-party investment advisor to help manage your portfolio, you'll pay an additional fee up to 1.00%, but the combined fees will not exceed 2.50%.
Location
1732 North 1st Street, Suite 220, San Jose, CA, 95112
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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.
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Mary is the owner, president, and attorney at Stock Option Counsel, P.C., providing legal services to individuals, particularly employees of technology startups, regarding equity compensation. This takes nearly all of Mary's time.
Employment History
Current Registrations
Sage Rhino Capital LLC
Werba Rubin Papier Wealth Management, LLC
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.