Question 1

What services does William Peter Russell offer?

Accepted Answer

William Peter Russell specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.

Question 2

What are William Peter Russell's credentials?

Accepted Answer

William Peter Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is William Peter Russell located?

Accepted Answer

William Peter Russell is based in WESTPORT, Connecticut, working with STERLING INVESTMENT PARTNERS ADVISERS, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

Question 4

How does William Peter Russell charge for services?

Accepted Answer

William Peter Russell's firm is compensated through percentage of aum, performance-based fees, other: monitoring fees, and certain other portfolio company fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is STERLING INVESTMENT PARTNERS ADVISERS, LLC?

Accepted Answer

STERLING INVESTMENT PARTNERS ADVISERS, LLC has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

William Peter Russell

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