RM
CFA
RM
CFA

Russell Mollen

15 Years of Experience
Chicago, IL

Russell Mollen is a CFA-designated registered investment advisor at Nine Ten Capital Management, based in Chicago, IL, with 15 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$445.4M average
Assets Under Management
$445.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fee of 1% of each investor's capital account balance, calculated and paid quarterly in advance. The Adviser may reduce or eliminate the management fee with respect to any Limited Partner in its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20 N. Wacker Drive, Suite 2825, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Russell serves as principal for Nine Ten GP LP, an investment-related activity. He dedicates minimal time to this role.

Employment History
Current Registrations
Nine Ten Capital Management
May 2020 - Present · 6 yrs
Previous Registrations
Bares Capital Management, INC.
October 2010 - May 2020 · 9 yrs 7 mos
State Registrations2 states
ILTX
Advisor

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
No exam information available for this advisor.
Russell Mollen - Financial Advisor | TrueAdvisor