A complete list of active advisors currently associated with Russell Capital Management, LLC
Warmer can help you find a great advisor at Russell Capital Management, LLC or one who fits your needs even better.
Russell Capital Management is an SEC-registered investment adviser that provides model portfolio management, individual portfolio management, investment consulting and supervisory services to individuals, high-net-worth clients, retirement accounts, foundations and other entities. The firm also offers consultative tax and estate planning and assistance around life events, while noting it does not provide legal or tax advice. The firm typically serves as a discretionary money manager—monitoring holdings, determining securities to buy and sell, and providing periodic reports—while retaining the ability to provide nondiscretionary services for some clients and to assist with brokerage account establishment at unaffiliated custodians. Russell Capital charges negotiable percentage-of-assets advisory fees, states it does not receive commission-based compensation, and describes its fiduciary duty to act in clients’ best interests. Noteworthy for a firm of its type, Russell Capital publishes both performance results and hypothetical performance information and provides educational seminars or workshops for clients and prospects. The brochure also highlights operational features that may matter to prospective clients, including no imposed minimum assets for investment management and explicit disclosure of conflicts and how they are addressed.
To learn more about the advisors currently working at Russell Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Russell Capital Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Lexington, KY
| 5
| |
Lexington, KY
| 19
| |
Vero Beach, FL
| 40
| |
Lexington, KY
| 58
|
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