AO
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B
Fee Structure
Financial Planning:Investment management only
Fees vary based on investment strategy, product type, account size, customization, and services provided, and are negotiated in advance. Investment management fees are typically a percentage of assets under management, billed quarterly. RIM does not charge a fee for model strategies comprised of RIM Advised Registered Funds. Clients may also bear other costs associated with investments.
Areas of Practice
Investment Management
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Advisor Information
Office location
1301 Second Avenue, 18th Floor, Seattle, WA, 98101
Get directionsRegulatory History (1)
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Criminal
June 2003Final Disposition
Other Business Activities
Ashley works as a fitness instructor for The Bar Method since 2018. This takes a few hours per week outside of normal business hours.
Employment History
Current Registrations
Russell Investments
August 2007 - Present · 18 yrs 5 mos
Russell Investments Financial Services, LLCBroker
July 2007 - Present · 18 yrs 6 mos
Russell Investments Financial Services, LLC
July 2007 - Present · 18 yrs 6 mos
State Registrations1 state
WA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.