Michael Russell is a registered investment advisor at Russell Advisory Group, INC, based in New Braunfels, TX, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $2.1M 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 | 1.30% |
| $100K - $1000K | 1.15% |
| $1.0M - $10.0M | 0.97% |
| $10M+ | 0.78% |
Fees for accounts valued more than $10,000,000 are negotiable. Related accounts can be combined for fee paying purposes.
Fee Estimator
Location
New Braunfels, TX
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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
Michael is the President of Dynavision, Inc., a contact lens export business, dedicating a few hours per week. He also works as a private music educator and adjunct faculty member at Dallas College, spending about 10-20% of his time and a few hours per week, respectively, on these activities.
Employment History
Current Registrations
Russell Advisory Group, INC
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
State Registrations2 states
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.