Kenneth Russell is a registered investment advisor at Grey Ledge Advisors, LLC, based in Guilford, CT, with 12 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 829 clients with $540M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
829 clients
Average Client Portfolio
$652K average
Assets Under Management
$540.4M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
One Park Street, Guilford, CT, 06437
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Regulatory History
Clean regulatory record
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 →Employment History
Previous Registrations
Grey Ledge Advisors, LLC
February 2020 - March 2026 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - January 2020 · 6 yrs
Genspring Family Offices, LLC
January 2007 - May 2013 · 6 yrs 4 mos
Citicorp Investment Services
May 2006 - November 2006 · 6 mos
Exams
No exam information available for this advisor.