Shane Russell is a registered investment advisor at Bahl & Gaynor INC, based in Bloomfield Hills, MI, with 27 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 889 clients with $21B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Minimum account fee is $10,000 which may be waived or discounted. Related accounts may be aggregated for fee calculation purposes.
Fee Estimator
Location
Bloomfield Hills, MI
Get directionsHistory
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
Shane works as an Institutional Portfolio Consultant at Bahl & Gaynor Investment Council, dedicating full-time hours to sales and service. He is also a Registered Representative of Quasar Distributors, LLC, an unaffiliated Broker Dealer.
Employment History
Current Registrations
Bahl & Gaynor INC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
American Funds Distributors, INC.
American Funds Distributors, INC.Broker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nuveen InvestmentsBroker
Waterhouse Securities, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations3 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.