KR
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Kenneth Robert Russell

20 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)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
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$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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History

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.

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Employment History
Current Registrations
Grey Ledge Advisors, LLC
February 2020 - Present · 6 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - January 2020 · 5 yrs 10 mos
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
Citicorp Investment ServicesBroker
August 2005 - November 2006 · 1 yr 3 mos
J.P. Morgan Securities INC.Broker
November 2004 - July 2005 · 8 mos
Webster Investment Services, INC.Broker
March 2004 - September 2004 · 6 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Kenneth Robert Russell - Financial Advisor | TrueAdvisor