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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $1000K | 1.15% |
| $1.0M - $10.0M | 0.97% |
| $10M+ | 0.78% |
Fees for accounts valued more than $10,000,000 are negotiable. Related accounts can be combined for fee paying purposes.