Russo Investment Management offers custom asset management, financial planning, tax, and personal services on a fee-for-service basis. Russo Investment Management's investment approach focuses on long-term asset accumulation and capital preservation, primarily using stocks, bonds, and no-load mutual funds within tax-advantaged accounts. Other services include budgeting, risk management, cash flow management, and explanations of financial transactions.
Assets Under Management$14M
Clients12
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$160K
Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 0.75% |
| $3.5M+ | 0.50% |
Fees are subject to negotiation. Minimum portfolio size of $160,000. Minimum quarterly charge of $300.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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