Fredric E. Russell Investment Management CO.
Assets Under Management
$150.4M
Number of Clients
85
Number of Advisors
1
Average Client AUM
$1.8M
AUM per Advisor
$150.4M
Compensation
Fee-Only (AUM)
About This Firm
The Fredric E. Russell Investment Management Co. manages client accounts using a uniform investment strategy, similar to a mutual fund, with a maximum of thirty common stock positions. They focus on in-depth research and long-term investing in US-based companies.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiable at the discretion of the CEO.
Fee Estimator
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.
Areas of Practice
Location
2200 South Utica Place, Suite 430, Tulsa, OK, 74114