Rogue Russell Investments

Rogue Russell Investments provides discretionary investment management and written financial planning to a mix of clients that the brochure lists as individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations and corporations. For investment accounts the firm typically implements allocations using individual stocks and bonds, exchange‑traded funds and no‑load or load‑waived mutual funds, and fees for investment management are charged as a percentage of assets under management.

The firm tailors portfolios to each client’s stated goals and risk tolerance, emphasizes diversification and rebalancing, and uses research sources such as financial publications, third‑party research and regulatory filings to inform decisions. Accounts are reviewed at least quarterly, with more frequent reviews triggered by changes in objectives, large flows, or shifts in market or economic conditions.

Compared with many investment managers, the firm operates on a very small scale — reporting roughly $550,000 in discretionary AUM and a single advisory professional — and the managing member holds CFP, ChFC and CLU credentials and long industry experience. It also departs from the typical investment‑manager model by disclosing hourly financial planning fees (the brochure lists $250 per hour) in addition to asset‑based management fees, and by noting the purchase of seminar or training services through its broker‑dealer, which suggests a capability or emphasis on educational workshops.