Classic Financial & Insurance Services, Inc. offers investment management services, including direct asset management and the SEI Mutual Fund Models Program. They also provide services to qualified retirement plans, acting as a limited scope ERISA 3(21) fiduciary. When appropriate, Classic Financial may recommend Third Party Managers. Charles M. Russo, Jr., a Certified Financial Planner, owns 80% of the firm.
Assets Under Management$150M
Clients215
Advisors1
Avg. per Client$710K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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