John Russell is a registered investment advisor at Versatile Capital Management L.L.C., based in Chicago, IL, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 45 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable based upon certain circumstances. The 1.0% fee applies to the Systematic Global Alpha Strategy. The other fees apply to the Strategic Core Global Asset Allocation product.
Fee Estimator
Location
140 South Dearborn, Suite 1000, Chicago, IL, 60603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
John is a registered investment adviser representative of Relative Value Partners, LLC. He is also a managing director and advisor for Select Innovation Investments, LLC, where he focuses on strategy, capital raising, and relationship building. Additionally, John is the Chairman of the Board for Educational Choice Illinois and a board member with Children Outreach and Community Empowerment.
Employment History
Current Registrations
Versatile Capital Management L.L.C.
Previous Registrations
Versatile Capital Management L.L.C.
Relative Value Partners, LLC
State Registrations3 states
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