Russell Doe Financial Services provides asset management services to clients with at least $25,000 to invest in brokerage or IRA accounts. Russell Doe manages client assets on a non-discretionary basis, meaning he gets client approval before making any changes to their portfolio. Clients can contact him with financial questions during business hours. Clients can also restrict the types of assets selected for their account.
Assets Under Management$10M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.20% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
Fees are negotiable. Immediate family members in the same household will have their assets combined to receive the lowest possible fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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