Keyana Russ is a CFP-designated registered investment advisor at F L Putnam Investment Management CO., based in Mashpee, MA, with 4 years of industry experience. Keyana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 10 more. Their firm serves 3,054 clients with $9.7B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances. Separately managed accounts use flat fees (0.25% to 0.65%).
Fee Estimator
Contact
Keyana Russ
Location
13 Steeple Street, Suite 202, Mashpee, MA, 02649
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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 →Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Four Ponds Financial Planning
State Registrations3 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.
Exams
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.
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