John Russell is a CFA-designated registered investment advisor at Silverleafe Capital Partners, LLC, based in Germantown, TN, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 179 clients with $440M 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.80% |
| $30.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees may be negotiable on a case-by-case basis based on the aggregate size of the client relationship. Silverleafe Capital Partners, LLC also offers certain “Qualified Clients” a flat .50% or .75% base asset management fee plus an additional performance fee of 10% of the cumulative net profit to the account.
Fee Estimator
Location
6815 Poplar Avenue, Suite 205, Germantown, TN, 38138
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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
Silverleafe Capital Partners, LLC
Previous Registrations
Union Planters Investment Advisors, INC.
State Registrations2 states
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