Tuggle & Russell, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tuggle & Russell, LLC provides discretionary investment management and financial advice to individuals, high net worth individuals, trusts and estates. In addition to portfolio management and planning, the firm offers tax preparation and consultation and delivers educational presentations to clients and the public.
Accounts are managed on a discretionary basis and tailored to each client’s goals and risk tolerances; the firm employs both fundamental and technical analysis and generally maintains long, investor-oriented positions. The investment approach places emphasis on generating cash income — through interest, dividends, royalty income and covered-call strategies — and the adviser may engage sub‑advisors or use a third‑party service provider for model portfolios and back‑office support.
Distinctive features include that the firm’s principal is an Enrolled Agent who devotes a material portion of time during tax season to preparing returns and providing tax advice, and the firm regularly offers no‑charge educational seminars — services that are uncommon among similar independent, single‑advisor firms. The principal previously held an insurance license but is no longer licensed to sell insurance, and the firm manages roughly $14.4 million across about 41 client accounts.
Client services
Expertise
Fee options
Financial planning and reviews fixed fees ranging from $200 to $10,000, depending on complexity and scope
0.5% to 2% per annum (subject to negotiation)
Minimum hourly rate generally $150, subject to negotiation
Minimum fee: Fixed annual fee ranging between $15-$200 may be charged to clients with assets under management of less than $25,000
Main office
101 W Renner Road, Suite 445
Richardson TX 75082
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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