| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
510 N Jefferson Ave, Covington, LA, 70433-2640
Get directionsNo 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 →Russell is the President and minority interest holder of Paradiem Strategies, LLC, a business coaching and consulting firm, since September 2023. He spends about a quarter of his time managing the operations and providing business coaching, consulting, and strategic planning. He is also an insurance agent, but not actively selling insurance.