Russell Wealth Management (RWM) offers investment management to high-net-worth individuals, retirement plans, trusts, estates, charitable foundations, and private corporations. RWM invests client assets in stocks, bonds, mutual funds, and exchange traded funds (ETFs). RWM works with clients to establish investment objectives and goals, and clients can request reasonable restrictions on their accounts.
Assets Under Management$2.4M
Clients8
Advisors1
Avg. per Client$300K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.85% |
| $3.5M - $5.5M | 0.75% |
| $5.5M+ | 0.75% |
Fees are negotiable for accounts over $5,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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