Kerri Russ is a registered investment advisor at Bellingham Capital, based in Bellingham, WA, with 11 years of industry experience. Kerri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 242 clients with $140M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and may be modified, reduced, or waived at the sole discretion of BCM. Accounts held at custodians that BCM does not have an advisory service agreement with may be managed through account-consolidation software, incurring an additional fee of 0.5% annualized.
Fee Estimator
Location
316 E Mcleod Rd, Suite 105, Bellingham, WA, 98226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bellingham Capital
Previous Registrations
Bellingham Capital
Bellingham Capital
State Registrations2 states
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