A complete list of active advisors currently associated with Dean Roland Russell, LLC
Warmer can help you find a great advisor at Dean Roland Russell, LLC or one who fits your needs even better.
Dean Roland Russell, LLC is a fee-only registered investment adviser that works with roughly 175 families, high-net-worth individuals, trusts, estates, and business entities, providing ongoing wealth management, portfolio management, retirement and tax planning, estate and legacy planning, and insurance/risk management. The firm manages about $351 million in client assets and offers customized financial planning and reporting as part of its services. The firm emphasizes personalized asset-allocation-driven portfolios where the same set of securities may be used across clients while allocations are adjusted for risk tolerance and goals; investment recommendations are frequently informed by tax, cash flow, and estate-planning considerations rather than only the intrinsic merits of individual securities. Dean Roland Russell uses third-party research and tools such as Kwanti and ETFAction, actively rebalances portfolios, and generally seeks discretionary authority to implement its advice. Notable distinctions include a long operating history (predecessor firms back to 1988) and managing members who have worked together for over twenty years, a firm minimum annual advisory fee of $7,500 despite no absolute account-size minimum, and a practice of not voting client proxies (clients retain voting responsibility). The firm also routinely recommends Charles Schwab as custodian—maintaining nearly $280 million there—and discloses receipt of institutional services and soft-dollar benefits, and it may request online access credentials to certain employer or plan accounts for informational purposes only.
To learn more about the advisors currently working at Dean Roland Russell, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 1
| |
San Diego, CA
| 22
| |
San Diego, CA
| 19
|
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