Andrew Russo is a CFA-designated registered investment advisor at Pushkin Advisory Group, LLC, based in Skaneateles, NY, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 100 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pushkin Advisory Group's (PAG) investment management fee is based on a percentage of the assets they manage for you. The exact fee is negotiable and will be specified in your agreement. The fee schedule is:
- Up to $1,000,000: 0.75% to 1.0% per year
- $1,000,001 to $3,000,000: 0.65% to 0.75% per year
- Above $3,000,000: 0.5% to 0.65% per year
PAG also offers investment management for held-away accounts (like 401(k)s) for a flat 0.5% of assets per year.
Location
Skaneateles, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the managing member of Prufrock Ventures LLC and Prufrock Liquid Return Fund LLC, both pooled investment vehicles, since 2014. He dedicates a few hours per week to these activities, which include communication with partners, collecting payments, issuing distributions, and tax/annual reporting.
Employment History
Current Registrations
Pushkin Advisory Group, LLC
Previous Registrations
Pushkin Advisory Group, LLC
Ridgeway Conger Advisory Services
State Registrations2 states
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