Russell Keller is a registered investment advisor at Cary Street Partners, based in Glen Allen, VA, 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
4401 Waterfront Drive, Ste 250, Glen Allen, VA, 23060
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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
Russell is a co-trustee for family and father's living trusts, and a 50% owner of Alison Keller Designs, where he performs bookkeeping duties for a few hours per week. He also owns Paraklete Investments, LLC to operate his practice, and is a managing member and co-owner of BDK, LLC, managing legacy assets of commercial rental property and brokerage investments.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Xtent Financial Group, INC.Broker
State Registrations13 states
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