Russell Andersen
Russell Andersen is a registered investment advisor at Northern Trust Securities, INC, based in Bonita Springs, FL, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,283 clients with $1.3B 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
These fees apply to Fund Strategist Portfolio, Strategist UMA, Equity and Balanced SMA strategies. Manager fees are included in the total account fee and are subject to change without notice. Optional Tax and/or Overlay Services are assessed a fee on all assets in addition to the account asset management fee. Accounts employing both Tax Overlay Services and Impact Overlay Services will be charged only one overlay service fee. Overlay Service Fees: First $10Mil 0.10%, $10Mil - $25Mil 0.08%, Assets over $25Mil 0.05%
Fee Estimator
Location
26790 S. Tamiami Trail, Bonita Springs, FL, 34134
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
January 2011Employment History
Current Registrations
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Previous Registrations
Northern Trust Securities, INC
Vision Investment Services, INC.Broker
Key Investments INC.Broker
Seafirst Investment Services, INC.Broker
State Registrations40 states
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