Brian Russell
Brian Russell is a registered investment advisor at Bluefin Investment Management, LLC, based in Ponte Vedra Beach, FL, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.72% |
| $500K+ | 0.60% |
Active-duty military members and veterans are eligible for reduced rates. Nonprofits are charged 0.06% only in positive months. Donor advised funds are charged 0.08% in positive months and 0.04% in negative months.
Fee Estimator
Location
Ponte Vedra Beach, FL
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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 →Employment History
Current Registrations
Bluefin Investment Management, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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