Glover Russell is a registered investment advisor at Russell Wealth Management, LLC, based in Jackson, MS, with 15 years of industry experience. Glover 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 8 clients with $2.4M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.85% |
| $3.5M - $5.5M | 0.75% |
| $5.5M+ | 0.75% |
Fees are negotiable for accounts over $5,500,000.
Fee Estimator
Location
120 North Congress Street, Suite 620, Jackson, MS, 39201
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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 →Other Business Activities
Glover works as an attorney associate at Glover Russell, P.A., a law firm specializing in estate planning, probate, and trust litigation. This takes about two-thirds of his time.
Employment History
Current Registrations
Russell Wealth Management, LLC
Previous Registrations
Blacksummit Financial Group, INC.
Raymond James Financial Services Advisors, INC
State Registrations1 state
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