Harry Russell is a registered investment advisor at Russell Capital Management, LLC, based in Lexington, KY, with 57 years of industry experience. Harry 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
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Harry is involved in several business activities, including Russell Air LLC (2013-2019), 350 Walker Cup (since 2004), Russell Building LLC (since 2001), and Russell Capital Management LLC (since 1991). He spends all of his time as a partner at Russell Capital Management LLC and minimal time on the other ventures.
Employment History
Current Registrations
Russell Capital Management, LLC
Previous Registrations
Apw Capital, INC.Broker
Winebrenner Capital Partners, LLCBroker
Financial Asset Management, INC.Broker
Kerrick, Russell, Ryan, White & Williamson INC.Broker
J.C. Bradford & CO.Broker
Blackburn-Sanford Securities, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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.