Michele Russell
Michele Russell is a CFP-designated registered investment advisor at Ceres Financial Group, INC., based in Stoughton, MA, with 26 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62 clients with $30M 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 $750K | 1.20% |
| $750K - $1.3M | 1.10% |
| $1.3M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
909 Washington Street, Suite 202, Stoughton, MA, 02072
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 ActivitiesSells Insurance
Michele is a principal at Ceres Financial Group, Inc., a registered investment advisor, and a registered representative with Osaic Wealth Inc. (fka Royal Alliance Associates, Inc). Michele also owns a sole proprietorship as an insurance broker, dedicating minimal time to it.
Employment History
Current Registrations
Ceres Financial Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
State Registrations9 states
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