John Russo is a CFA-designated registered investment advisor at Rubinbrown Advisors LLC, based in St. Louis, MO, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,107 clients with $3.3B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Longer tenured clients may pay fees ranging from 0.10% to 1.00%. Some clients have negotiated a flat quarterly fee. Clients who hire RubinBrown Advisors as a result of their advisor joining the firm continue to pay the same fees they paid to their prior investment adviser firm, provided they do not exceed 1.00% of assets, unless negotiated by the client.
Fee Estimator
Location
7676 Forsyth Blvd., Suite 2100, St. Louis, MO, 63105
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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 Activities
John is a board member for The Illinois Autism Development Center, a non-profit providing education for autistic children and adults, since 2008. He spends minimal time on upkeep of facilities.
Employment History
Current Registrations
Rubinbrown Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Archford Capital Strategies, LLC
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations2 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.