Russell Andrews
Russell Andrews is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Basalt, CO, with 38 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,344 clients with $580M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
310 Market Street, First Floor, Basalt, CO, 81621
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2009Customer Dispute
September 2006Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Russell conducts securities and advisory business under the name Russ Andrews Investment Management and is a RIA/IA Rep for TCFG Investment Advisors, LLC. He is also an agent for TCFG Insurance Solutions, LLC, and spends about 10-20% of his time as Secretary for the CO GOP.
Employment History
Current Registrations
Tcfg Wealth Management, LLCBroker
Tcfg Investment Advisors, LLC
Previous Registrations
First Financial Equity CorporationBroker
First Financial Equity Corporation
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Wheat, First Securities, INC.Broker
Butcher & Singer INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.