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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 179 clients with $450M 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.
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.
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
Silverleafe Capital Partners, LLC
Previous Registrations
Union Planters Investment Advisors, INC.
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.
Exams
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