Russell Lundeberg is a registered investment advisor at Barrett Capital Management,llc, based in Richmond, VA, with 24 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $48M 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable at the firm's discretion based on factors such as anticipated future assets and total relationship size. 529 college savings plan accounts are charged a separate annual rate of 0.75%.
Fee Estimator
Location
812 Moorefield Park Drive, Suite 112, Richmond, VA, 23236
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 Activities
Russell is a managing partner at Currituck Capital LLC since 2001, where he dedicates a few hours per week to research and analysis.
Employment History
Current Registrations
Barrett Capital Management,llc
State Registrations3 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.
Exams
More Advisors
- Ryan Greenlee, CFPBarrett Capital Management,llc
- James Pickert, CFPKanawha Capital Management, LLC
- David Kozlowski, CFPVerus Financial Partners
- Jason Pruden, CFP, ChFCOsaic Wealth, INC.
- Nickolas Hammelman, CFPNorthwestern Mutual Investment Services,llc
- Wendell Fuller, CFPFuller Wealth Advisors