Fredric E. Russell Investment Management Co. manages client accounts using a uniform investment strategy, similar to a mutual fund, with a maximum of thirty common stock positions. The firm specializes in managing a diversified portfolio of common stocks and does not sell annuities, life insurance, or other financial products. They use companies such as Charles Schwab to execute and hold client securities.
Assets Under Management$150M
Clients85
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
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Estimated Annual Fee
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