Tuggle & Russell offers investment management services where they make investment decisions for clients based on their goals and risk tolerance. They also provide financial advice on various topics, including financial planning, tax and estate planning, and insurance reviews. They can also prepare tax returns for clients.
Fee Structure
Tuggle & Russell manages investments for a fee based on a percentage of the value of your portfolio, ranging from 0.5% to 2% per year. This fee is negotiable and is billed quarterly in advance. A flat fee may be negotiated. If you end the agreement, Tuggle & Russell will refund the management fee on a pro rata basis for the remainder of the quarter after a 30 day period if Tuggle & Russell initiates the termination. If the client initiates the termination, the remainder of the fees are nonrefundable.