Samuel Russo is a registered investment advisor at Lasting Mark Retirement Group LLC, based in Dublin, OH. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 222 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lasting Mark Retirement Group provides both portfolio management and financial planning services for one fixed annual fee, which is based on the total value of all household accounts managed by the firm. The annual fee ranges from $500 to $15,000, depending on the level of service and the amount of assets managed.
Location
5200 Upper Metro Pl, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lasting Mark Retirement Group LLC
State Registrations1 state
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