Russell Wealth Advisors offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including written plans covering investment, retirement, insurance, tax, education, and charitable giving. They also offer one-time and as-needed consultations. You make the final decisions on implementing any recommendations.
Assets Under Management$91M
Clients120
Advisors3
Avg. per Client$760K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Russell Wealth Advisors charges a percentage of your portfolio annually for investment management services. The annual fee can be up to a maximum of 2.00%. The fee is calculated based on the value of your account at the end of the previous quarter and is billed in advance. Fees are negotiable based on factors such as client type, complexity, and assets managed.
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