KD
KD

Keith Day

4 Years of Experience
Lexington, KY

Keith Day is a registered investment advisor at Russell Capital Management, LLC, based in Lexington, KY, with 4 years of industry experience. Keith 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
287 clients
Average Client Portfolio
$876K average
Assets Under Management
$251.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

476 E High St, Lexington, KY, 40507

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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
Russell Capital Management, LLC
July 2021 - Present · 4 yrs 9 mos
State Registrations1 state
KY
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.
Keith Day - Financial Advisor | TrueAdvisor