Brian Mckeown
Brian Mckeown is a registered investment advisor at Russell Capital Management, LLC, based in Lexington, KY, with 39 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 287 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule is for equities. Fixed income schedule is: $0 - $2,000,000: 0.75%, $2,000,001 and above: 0.65%. Fees may be negotiable.
Fee Estimator
Location
476 East High St, Suite 100, Lexington, KY, 40507
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 1993Customer Dispute
November 1990Other Business Activities
Brian is a VP of Investments at Russell Capital Mgt., a Registered Investment Advisor (RIA) in Lexington, KY, since 1994. This investment-related activity takes nearly all of Brian's time and is fee-based.
Employment History
Current Registrations
Russell Capital Management, LLC
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
Winebrenner Capital Partners, LLCBroker
Financial Asset Management, INC.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.