Russell Matthews
Russell Matthews is a registered investment advisor at Branzan Investment Advisors, INC., based in Denver, CO, with 9 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 3 clients with $110M 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 | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Denver, CO
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Regulatory History (1)
Judgment / Lien
April 2026Other Business Activities
Russell is a principal at Caliper Advisory Group, a consulting firm, since 2018. He dedicates minimal time to providing strategic and other consulting services to businesses, including investment advisors.
Employment History
Current Registrations
Branzan Investment Advisors, INC.
Previous Registrations
Scb Global Capital Management, LLC
Bear, Stearns & CO. INC.
Fahnestock Asset Management
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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