Keyana Johns Russ
KR
CFP
Keyana Johns Russ
KR
CFP

Keyana Johns Russ

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
2,563 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.93%
$5.0M - $10.0M0.80%
$10M+0.60%

Advisory Fees are negotiable under certain circumstances.

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

Keyana Johns Russ
KR
Keyana Johns Russ

Location

8887 Old University Blvd, Suite 200-1, North Charleston, SC, 29406

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
F L Putnam Investment Management CO.
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Four Ponds Financial Planning
November 2021 - November 2024 · 3 yrs
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Additional Information

Keyana Russ, a CERTIFIED FINANCIAL PLANNER™ Professional, has more than 20 years of experience in business management in financial services, higher education, and nonprofit industries. She earned her undergraduate degree in political philosophy at Brown University, her Executive MBA at Florida Atlantic University, and her certificate in financial planning from Boston University. Keyana has an affinity working with young professionals and spent several years at the College of Charleston assisting MBA graduates in launching their careers.

Keyana Johns Russ
KR
Contact
Keyana Johns Russ
Keyana Johns Russ - Financial Advisor | TrueAdvisor