Russell Advisory Group, INC

Fee-Only (% of Portfolio)Fixed/Hourly

Russell Advisory Group (RAG) offers wealth management and financial advisory services to individuals, trusts, and corporations. RAG provides investment advice and discretionary asset management through a wrap fee program, which combines wealth management, financial advisory services, educational videos, and trade execution expenses into a single fee. RAG uses individual equity securities, exchange traded funds, and government securities in its portfolio management programs.

Assets Under Management$2.1M
Clients9
Advisors1
Avg. per Client$230K
Avg. per Advisor$2.1M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.30%
$100K - $1000K1.15%
$1.0M - $10.0M0.97%
$10M+0.78%

Fees for accounts valued more than $10,000,000 are negotiable. Related accounts can be combined for fee paying purposes.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Russell Advisory Group, INC | TrueAdvisor