Russell
Kartub
Insight Investment Counsel
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About this Advisor
Russell Kartub is a chartered financial analyst who works out of El Segundo, California with a total of 9 years of industry experience. Kartub is an advisor for Insight Investment Counsel. Their career trajectory has included roles at Insight Investment Counsel, Bny Mellon Wealth Management and Daniel Wealth Advisors. Kartub maintains a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in California and Texas. Insight Investment Counsel is a business operating out of El Segundo, CA. It has $131 million in assets between its 106 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 106 accounts, 65% are held by high-net-worth clients who have greater than $1 million in investable assets. The company provides portfolio management for individuals and small businesses. Fees for financial management are based on the type of financial services provided. However, fee types billed by Insight Investment Counsel typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Investment Counsel Brokerage Details
$131,049,097
3
106
$1,236,312
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Russell Kartub Work History
Russell has been registered as a financial advisor for 9 years.*
Insight Investment Counsel
Daniel Wealth Advisors
Bny Mellon Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Russell Kartub to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Insight Investment Counsel
El Segundo, CA
El Segundo, CA
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