Bruce Russo is a PFS-designated registered investment advisor at Russo Investment Management, based in Cincinnati, OH, with 19 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 12 clients with $14M 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 $3.5M | 0.75% |
| $3.5M+ | 0.50% |
Fees are subject to negotiation. Minimum portfolio size of $160,000. Minimum quarterly charge of $300.
Fee Estimator
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Russo Investment Management
State Registrations1 state
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