Rogue Russell Investments is a registered investment advisory firm based in Grants Pass, Oregon, founded by Russell W. McAlmond. The firm provides personalized investment management and financial planning services designed to help clients reach their long-term financial goals. When managing investments, Rogue Russell Investments builds customized portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, taking into account each client's specific risk tolerance and objectives. In addition to portfolio management, the firm offers comprehensive financial planning covering retirement, estate planning, education funding, risk management, tax strategies, and cash flow budgeting. Clients receive regular portfolio reviews and quarterly reports detailing their investments, performance, and estimated income.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.