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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be reduced or waived at the discretion of the Principals.
Fee Estimator
You'll pay an annual fee based on the value of your managed assets. The fee is 1.50% on the first $1,500,000, 1.25% on assets from $1,500,001 to $5,000,000, and 1.00% on assets above $5,000,000. For 529 Plan accounts, the annual fee is 0.75%. Fees are deducted quarterly in arrears. The minimum account size is $1,000,000, but this may be waived or reduced at the firm's discretion.
Areas of Practice
Advisor Information
Office location
2318 Robious Station Circle, Midlothian, VA, 23113
Get directionsRegulatory History
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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Russell is a managing partner at Currituck Capital LLC since 2001, where he dedicates a few hours per week to research and analysis.