Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a Client-by-Client basis.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, determined on a client-by-client basis, not exceeding 2.25%. If a third-party money manager is used, clients will incur a separate fee charged by that manager. Financial planning and consulting fees are either flat ($500-$10,000) or hourly ($175-$250/hour). Flat fees can also be calculated as a percentage of assets under management (0.20%-0.50%).
Areas of Practice
Advisor Information
Office location
310 Market Street, First Floor, Basalt, CO, 81621
Get directionsRegulatory History (3)
Customer Dispute
February 2009Customer Dispute
September 2006Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Russell conducts securities and advisory business under the name Russ Andrews Investment Management and is a RIA/IA Rep for TCFG Investment Advisors, LLC. He is also an agent for TCFG Insurance Solutions, LLC, and spends about 10-20% of his time as Secretary for the CO GOP.