Fredric Russell is a registered investment advisor at Fredric E. Russell Investment Management CO., based in Tulsa, OK, with 38 years of industry experience. Fredric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 85 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
85 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$150.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fredric E. Russell Investment Management Co. reserves the right to negotiate, reduce, or waive the advisory fee for certain client accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2200 South Utica Place, Suite 430, Tulsa, OK, 74114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fredric E. Russell Investment Management CO.
September 1987 - Present · 38 yrs 7 mos
Previous Registrations
Fredric E. Russell Investment Management CO.
September 1987 - December 2004 · 17 yrs 3 mos
State Registrations1 state
OK
Advisor

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.

Exams
No exam information available for this advisor.