Russell Bigham
Russell Bigham is a registered investment advisor at Bigham Wealth Advisory LLC, based in Chattanooga, TN, with 16 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching. Their firm serves 55 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bigham Wealth Advisory offers investment management services. Here's how the fees work:
- Standard Asset Management: 1% annual fee, billed monthly based on the average daily balance.
- Dunham and Associates Investment Counsel, Inc.: 1% to Bigham Wealth Advisory and 0.25% to Dunham and Associates Investment Counsel, Inc. annually, billed quarterly.
- Synergy Asset Management, LLC: 1% annual fee to Bigham Wealth Advisory, billed monthly. Synergy also charges separate fees: 0.15% platform fee, 0.35% strategist fee, and a $30 annual technology fee.
Qualified clients can opt for performance-based fees: 10% of any increase from the previous quarter.
Location
651 E 4th St., Suite 200, Chattanooga, TN, 37403
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 ActivitiesSells Insurance
Russell is an independent insurance agent selling life, annuity, P&C, and disability insurance through Bigham Insurance Advisory, LLC, taking nearly full-time hours. He also owns Southern Charm Properties, LLC, managing rental and fix-and-flip homes, and MC Salon Services, LLC, coordinating and overseeing sales meetings, each taking a few hours per week.
Employment History
Current Registrations
Bigham Wealth Advisory LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Edward Jones
Edward JonesBroker
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.