Zeta Russell
Zeta Russell is a CFP-designated registered investment advisor at Tuggle & Russell, L.L.C., based in Richardson, TX, with 24 years of industry experience. Zeta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 41 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tuggle & Russell manages investments for a fee based on a percentage of the value of your portfolio, ranging from 0.5% to 2% per year. This fee is negotiable and is billed quarterly in advance. A flat fee may be negotiated. If you end the agreement, Tuggle & Russell will refund the management fee on a pro rata basis for the remainder of the quarter after a 30 day period if Tuggle & Russell initiates the termination. If the client initiates the termination, the remainder of the fees are nonrefundable.
Location
101 W Renner Road, Suite 445, Richardson, TX, 75082
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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 ActivitiesSells Insurance
Zeta is a licensed insurance sales agent since 1999, selling annuities, life, and health insurance through referrals. The time commitment varies.
Employment History
Current Registrations
Tuggle & Russell, L.L.C.
Previous Registrations
1st Global Advisors INC
State Registrations1 state
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