Max Russo is a registered investment advisor at Accuvest Global Advisors, INC., based in Provo, UT, with 2 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $940M 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 $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable over $1,000,000. Institutional rates are lower: 1.50% on the first $1,000,000, 1.25% on the next $1,000,000 to $2,500,000, and 1.00% on the next $2,500,000 to $5,000,000. Fees are negotiable over $5,000,000.
Fee Estimator
Location
3575 N. 100 E., Suite 350, Provo, UT, 84604
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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
Accuvest Global Advisors, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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