Fredric Russell
Fredric Russell is a registered investment advisor at Fredric E. Russell Investment Management CO., based in Tulsa, OK, with 39 years of industry experience. Fredric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 84 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are billed quarterly at 0.25%. The firm reserves the right to negotiate, reduce, or waive the advisory fee in its sole discretion.
Fee Estimator
Location
2200 South Utica Place, Suite 430, Tulsa, OK, 74114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fredric E. Russell Investment Management CO.
Previous Registrations
Fredric E. Russell Investment Management CO.
State Registrations1 state
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.
Exams
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