FR

Fredric Eliot Russell

Fredric E. Russell Investment Management CO.
38 Years of Experience
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Firm Information

Fredric E. Russell Investment Management CO.
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
85 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$150.4M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees may be negotiable at the discretion of the CEO.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

You'll pay an annual fee of 1.00% of your account's market value, billed quarterly at 0.25%. This is the only fee charged by the firm, aside from nominal broker/custodian fees. The firm requires a minimum of $250,000 to open an account. Fees are deducted from client accounts each quarter.

View Full Brochure on SEC
Areas of Practice
Investment ManagementHigh Net Worth

Advisor Information

Office location

2200 South Utica Place, Suite 430, Tulsa, OK, 74114

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fredric E. Russell Investment Management CO.
September 1987 - Present · 38 yrs 4 mos
Previous Registrations
Fredric E. Russell Investment Management CO.
September 1987 - December 2004 · 17 yrs 3 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.