Russell Kilpatrick
Russell Kilpatrick is a registered investment advisor at Mfs Institutional Advisors INC., based in Wenham, MA, with 22 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,260 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MFSI provides investment management services to institutional clients and through managed account programs. Fees for investment management are based on a percentage of the assets managed. The specific percentage depends on the investment strategy used. Fees are negotiable and may vary based on factors such as the size of the account and the client's relationship with MFS. MFSI may also charge performance-based fees. Managed Account Programs have different fee structures, which may be bundled or unbundled.
Location
Wenham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mfs Institutional Advisors INC.
Mfs Fund Distributors, INC.
Mfs Fund Distributors, INC.Broker
Previous Registrations
Blackrock Investments, INC.Broker
Blackrock Financial Management, INC
Blackrock Capital Management, INC.
State Street Research Investment Services, INC.Broker
Manulife Financial Securities LLCBroker
State Registrations53 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.