Danielle Russo-Slugh is a registered investment advisor at Fifth Avenue Family Office, based in Naples, FL, with 18 years of industry experience. Danielle 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 7 clients with $910M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.25% |
Fees may also be fixed and are negotiable in limited situations and we may agree to aggregate related accounts for purposes of calculating portfolio valuation and related fees.
Fee Estimator
Location
3003 Tamiami Trail North, Suite 410, Naples, FL, 34103
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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 →Other Business Activities
Danielle is the owner of DRS LLC, working as a wellness coach since 2011, watching clients using natural products. This activity is not investment-related.
Employment History
Current Registrations
Fifth Avenue Family Office
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
508 Securities, INC.Broker
Blueroom Securities CORP.Broker
508 Securities, INC.Broker
Spear, Leeds & Kellogg, L.P.Broker
Ing Barings LLCBroker
Salomon Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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