Russell Capital Management, LLC
Assets Under Management
$251.5M
Number of Clients
287
Number of Advisors
4
Average Client AUM
$876K
AUM per Advisor
$62.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Russell Capital Management provides investment supervisory services through individual and model portfolio management (Select Account and Advanced Strategies). Consulting services are also offered on a one-off basis, covering areas like estate and retirement planning. The firm utilizes various methods of analysis including charting, fundamental, technical, quantitative, and qualitative analysis, as well as asset allocation strategies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are different for equities and fixed income. Fixed income: 0.75% for $0-$2M, 0.65% for $2M+. Fees may be negotiable.
Fee Estimator
Investment Supervisory Services fees range from 0.65% to 1.5% annually, based on assets under management. Equities are charged different rates than fixed income. Fees are calculated quarterly and charged in arrears. The standard fee for management of participant plan assets is 1.00%. Consulting services are charged on a fixed fee basis. Fees may be negotiable on a client-by-client basis.
Areas of Practice
Location
476 E High St, Lexington, KY, 40507