Fredric E. Russell Investment Management Co. is an investment management firm founded in 1987, operating out of Oklahoma and Colorado. The firm specializes in managing concentrated equity portfolios of up to thirty U.S. common stocks for high-net-worth individuals, trusts, and retirement accounts. Fredric E. Russell Investment Management Co. uses a uniform investment strategy across all client accounts, conducting rigorous fundamental research and direct communication with company executives before investing. Unlike traditional wealth managers, Fredric E. Russell Investment Management Co. does not provide comprehensive financial planning, tax preparation, or insurance sales; instead, the firm focuses entirely on discretionary stock portfolio management. Charles Schwab & Co., Inc. acts as the primary broker and custodian for all client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are billed quarterly at 0.25%. The firm reserves the right to negotiate, reduce, or waive the advisory fee in its sole discretion.