Advisor at Lakeshire Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fairview, UT
Credentials
Series 63, Series 65
Industry experience
7 years
Austin Russell is a financial advisor at Lakeshire Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PWJohnson Wealth and Legacy, Fidelity Investments, and Lyft and Uber. Outside of financial advising, he has experience with Russell Marketing Inc. Lakeshire Financial is a state-registered investment adviser serving individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm focuses on passive investment management using index mutual funds and ETFs, complemented by fundamental and cyclical analysis, and offers both project-based and ongoing financial planning services.
Based on Lakeshire Financial
Based on Lakeshire Financial
$800.00 per service for project based financial planning; $600.00 per additional service beyond two services
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000+: 0.80%
$85.00 per hour for additional financial planning services beyond two fixed fee services; $75.00 per hour for calculating unearned fees upon early termination
Upfront fee of $1,500 plus ongoing fee of $200 per month (ongoing financial planning)
Fairview, UT
Utah
PWJohnson Wealth and Legacy, LLC
2020 - Present (6 years)
Lyft and Uber
2019 - Present (7 years)
Lakeshire Financial, LLC
2019 - Present (7 years)
Russell Marketing Inc.
2019 - 2019 (1 year)
Fidelity Investments
2019 - 2019 (1 year)
Fidelity Investments
2017 - 2019 (2 years)
Utah Valley University
2017 - 2017 (1 year)
Swire Coca-Cola, USA
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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