Advisor at Lasting Mark Retirement Group LLC
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Samuel Russo is a Series 65-registered advisor with Lasting Mark Retirement Group LLC, bringing approximately four years of industry experience. His prior roles include positions at The Siegfried Group, White Oak Partners, Steiner & Associates, and Crowe, LLP. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients by combining portfolio management with financial planning through ongoing advisory relationships. The firm applies modern portfolio theory and a long-term trading approach, tailoring strategies to client goals and offering both discretionary and non-discretionary management.
Based on Lasting Mark Retirement Group LLC
Based on Lasting Mark Retirement Group LLC
Fixed yearly fees for planning packages ranging from $500 to $15,000 depending on package level and assets under management.
$0 - $100,000: $100,001 - $300,000: $300,001 - $500,000: $500,001 - $1,500,000: $1,500,001+: $5,000 - $499,999: 1.15% $500,000 - $999,999: 0.90% $1,000,000+: 0.65%
Fee-only: Negotiated fixed fees between $500 and $15,000 annually for portfolio management and financial planning combined, based on asset levels and complexity.
5200 Upper Metro Place, Suite 110
Dublin, OH 43017
Ohio
Lasting Mark Retirement Group LLC
2025 - Present (1 year)
Lasting Mark Retirement Group LLC
2025 - Present (1 year)
The Siegfried Group
2025 - 2025 (1 year)
White Oak Partners
2022 - 2025 (3 years)
Steiner & Associates
2021 - 2022 (1 year)
Crowe, LLP
2020 - 2021 (1 year)
Butler University
2016 - 2020 (4 years)
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Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
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