Russ Adams is a registered investment advisor at Falcon Financial, based in Salisbury, NC, with 3 years of industry experience. Russ operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 342 clients with $100M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
200 Statesville Blvd, #1001, Salisbury, NC, 28144
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Russ is a licensed life, health, and Medicare insurance agent, dedicating about half of his time to this activity. He also owns two real estate holding companies, AGWW&T Properties LLC and Trident Property Group, LLC, spending minimal time on each.
Employment History
Current Registrations
Falcon Financial
State Registrations1 state
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