Areas of Practice
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 paid quarterly in advance. Assets in certain annuities and Held Away Accounts are managed at a flat rate of 1.000%. Assets allocated to AOGFX are not assessed investment management fees by FLP.
Fee Estimator
Contact
Keyana Russ
Location
8887 Old University Blvd, Suite 200-1, North Charleston, SC, 29406
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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 Registrations1 state
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.