Assets Under Management
$251.5M
Number of Clients
287
Number of Advisors
4
Average Client AUM
$876K
AUM per Advisor
$62.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Russell Capital Management offers individual portfolio management, model portfolio management (Select Account and Advanced Strategies), and consulting services. They tailor investment advice to client needs, considering risk tolerance, goals, and time horizons. The firm manages accounts on a discretionary basis and provides continuous advice.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable on a client-by-client basis.
476 E High St, Lexington, KY, 40507