Dean Roland Russell is a registered investment advisor that offers wealth management services to high net-worth individuals and families. Dean Roland Russell works with clients to understand their financial situation and investment goals. The firm then creates a tailored portfolio for each client based on their needs and risk tolerance. Services include investment advice, retirement planning, tax planning, education funding, and estate planning.
Assets Under Management$310M
Clients169
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$79M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Minimum annual fee of $7,500. All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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